Dante Coppola (CRD# 6796834) is an Investment Advisor Representative working at U.s. Financial Advisors in Braintree, MA and has over 4 years of experience in the finance industry. Dante Coppola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Napier Financial | Braintree, MA | Jan 2022 - Current | 2 |
| Bka Financial | Elmira, NY | Sep 2020 - Dec 2021 | 1 |
| The Leaders Group Inc. | Littleton, CO | Sep 2020 - Dec 2021 | 1 |
| Nylife Securities LLC | Waltham, MA | Sep 2018 - Aug 2020 | 1 |
| New York Life Insurance Company | Waltham, MA | May 2018 - Aug 2020 | 2 |
| Bentley University | Waltham, MA | Aug 2014 - May 2018 | 3 |
| Eddie Shammay | Wellesley, MA | Sep 2017 - Jan 2018 | < 1 |
| Axa Advisors | Wellesley, MA | Jun 2017 - Dec 2017 | < 1 |
| Framingham State Grounds Crew | Framingham, MA | Jul 2013 - May 2015 | 1 |
| Needham Public Schools | Needham, MA | Sep 1997 - Jun 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
- MA
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Total Assets Under Management349MILLIONS
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Total Number of Accounts612ACCOUNTS
-
Average Account Value$569,566
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MA, MD, NH, NY, RI, TX
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