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Kirandeep Kaur

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Walnut Creek, CACRD #6676632Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/18/2024
Series 7TO
General Securities Representative Examination
Passed 3/17/2024
SIE
Securities Industry Essentials Examination
Passed 9/15/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0002.00%
Next $500,0001.75%
Next $1,500,0001.50%
Over $2,500,000
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

COPPELL ADVISORY SOLUTIONS LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
3/18/202410/4/2024NORTH HIGHLANDS, CA
EDWARD JONES
10/4/20244/24/2025ELK GROVE, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kirandeep Kaur has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kirandeep Kaur - Financial Advisor in Walnut Creek, CA | AdvisorFinder