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Thomas Vincent Meaglia

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

LA VERNE, CACRD #862483Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaLouisiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/4/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 4/25/1984
Series 7
General Securities Representative Examination
Passed 5/6/1994
Series 1
Registered Representative Examination
Passed 2/5/1979

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.

EVEREN SECURITIES, INC.
9/4/19901/29/1994ST. LOUIS, MO
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
7/2/19909/4/1990
SHEARSON LEHMAN HUTTON INC.
5/14/19887/27/1990NEW YORK, NY
CRUTTENDEN ROTH INCORPORATED
5/10/19944/16/1997NEWPORT BEACH, CA
MERIDIAN CAPITAL GROUP, INC.
4/8/19973/10/1999SAN FRANCISCO, CA
IDS LIFE INSURANCE COMPANY
2/14/197910/28/1983
INVESTORS DIVERSIFIED SERVICES, INC.
2/14/197910/28/1983
IDS MARKETING CORPORATION
2/14/197910/21/1983
E. F. HUTTON & COMPANY INC
10/5/19835/14/1988

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. Thomas Vincent Meaglia 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.

Thomas Vincent Meaglia - Financial Advisor in LA VERNE, CA | AdvisorFinder