LPL Financial
47yrs
Top advisor by experience in San Diego
3yrs
Amon Dothard has worked in the financial industry for 3 years and is a fiduciary financial advisor based in San Diego, California. After a year at Park Avenue Securities, Amon joined Coppell Advisory Solutions in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office12636 High Luff Dr, #400, San Diego, CA 92130
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$124,650
Advisors at the firm81
States licensed ?1 state
Services through Coppell Advisory Solutions
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowCoppell Advisory Solutions LLCCurrent firm
- Apr 2024 – Nov 2024Park Avenue Securities LLCPreviously
Contact Amon
(817) 888-8020Firm headquarters in Dallas, TX. Ask for Amon. 12636 High Luff Dr, #400San Diego, CA 92130Office · Get directions Firm websiteHTTP://WWW.FUSIONCM.COM
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Questions to ask Amon
Tailored to Amon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Amon
How do I contact Amon?
Call Coppell Advisory Solutions at (817) 888-8020 and ask for Amon Dothard. Amon works from the San Diego, CA office.
How long has Amon been a financial advisor?
Amon has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Amon hold?
Series 66. Tap any license on this page to see what it allows.
Is Amon a fiduciary?
Amon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amon paid?
Coppell Advisory Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Amon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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