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Nickles Gregory Spryn

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Belmont, NCCRD #2411454Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/1/2021
Series 66
Uniform Combined State Law Examination
Passed 11/19/2012
Series 65
Uniform Investment Adviser Law Examination
Passed 11/9/1993
Series 7
General Securities Representative Examination
Passed 9/20/2021
SIE
Securities Industry Essentials Examination
Passed 8/31/2021
Series 7
General Securities Representative Examination
Passed 11/1/2012

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.

COPPELL ADVISORY SOLUTIONS LLCCurrent
1/13/2026Belmont, NC
MARMO FINANCIAL GROUP, LLC
9/19/202311/19/2024Johnson City, TN
VANGUARD ADVISERS, INC.
10/5/20215/23/2023Charlotte, NC
WELLS FARGO CLEARING SERVICES, LLC
9/1/20167/24/2017Raleigh, NC
SUNTRUST INVESTMENT SERVICES, INC.
9/11/20148/31/2016Newport News, VA
LPL FINANCIAL LLC
2/26/20139/24/2014Williamsburg, VA
INFINEX INVESTMENTS, INC.
11/20/20122/28/2013Williamsburg, VA
CHESAPEAKE INVESTMENT GROUP
2/21/20088/21/2012Williamsburg, VA
UVEST FINANCIAL SERVICES GROUP, INC.
9/9/200511/28/2007Yorktown, VA
RBC CENTURA SECURITIES INC.
10/17/20023/18/2004Williamsburg, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Nickles Gregory Spryn 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.

Nickles Gregory Spryn - Financial Advisor in Belmont, NC | AdvisorFinder