AdFi
MA

Miguel Angel Hernandez

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

South Pasadena, CACRD #4809132Investment Adviser Rep
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaLouisiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/12/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 11/12/2004
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 3/5/2007
SIE
Securities Industry Essentials Examination
Passed 11/22/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/29/2004

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.

FORESTERS EQUITY SERVICES, INC.
4/7/201411/22/2016SAN DIEGO, CA
WORLD GROUP SECURITIES, INC.
2/25/20053/23/2011CHINO HILLS, CA
VANGUARD CAPITAL
1/17/201312/31/2013COVINA, 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. Miguel Angel Hernandez 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.

Miguel Angel Hernandez - Financial Advisor in South Pasadena, CA | AdvisorFinder