Leo Magpantay Biscocho

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Stockton, CACRD #2986618Investment Adviser Rep

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

3 yrs

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Examinations passed

Series 63

Uniform Securities Agent State Law Examination

Passed 1/15/1998

Series 26

Investment Company Products/Variable Contracts Principal Examination

Passed 4/5/2002

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 2/27/1999

Approximate fees

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

Primary fee model

Assets Under Management (AUM)

Asset tier	Annual rate
First $500,000	2.00%
Next $500,000	1.75%
Next $1,500,000	1.50%
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.

WORLD GROUP SECURITIES, INC.

4/12/2002 – 4/29/2004DULUTH, GA

WMA SECURITIES, INC.

3/1/1999 – 4/12/2002DULUTH, GA

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

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. Leo Magpantay Biscocho 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.