Billie Odom is a CFP-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Jonesboro, AR, with 35 years of industry experience. Billie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
Jonesboro, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Billie is an agent for Odom Financial Services, selling non-variable insurance from home since 2021. This takes about half of Billie's time.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Investment Professionals, INC.Broker
Investment Professionals, INC.
Retirement Wealth Advisors, INC.
Taylor Capital Management INC.Broker
W & M Capital Management, LLC
Independent Financial Group, LLCBroker
Main Street Advisors, LLC
Questar Asset Management, INC.
Questar Capital CorporationBroker
Intersecurities, INC.Broker
Intersecurities, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pfic Securities CorporationBroker
NationssecuritiesBroker
Boatmen's Investment Services, INC.Broker
Washington Square Securities, INC.Broker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
Amev Investors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.