Matthew Danaher (CRD# 6794514) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boulder, CO and has over 6 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Boulder, CO | Oct 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Boulder, CO | May 2017 - Current | 7 |
| Wells Fargo | Denver, CO | Oct 2016 - May 2017 | < 1 |
| Conscious Construction | Luisville, CO | Jun 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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