Danielle Parris-Exline (CRD# 7285794) is an Investment Advisor Representative working at Peace Of Mind Financial Planning, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry. Danielle Parris-Exline 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# 5836179
T. Rowe Price Advisory Services, Inc.
CRD# 4777789
Three Points Financial, Inc.
CRD# 6764444
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peace Of Mind Financial Planning, Inc. | Colorado Springs, CO | Jan 2023 - Current | 1 |
| Peace Of Mind Financial Planning, Inc. | Colorado Springs, CO | Apr 2020 - Current | 4 |
| Wanderlust Financial Coaching | Cascade, CO | Dec 2018 - Oct 2021 | 2 |
| Unemployed | Cascade, CO | Oct 2018 - Nov 2018 | < 1 |
| Harris Corporation | Colorado Springs, CO | Sep 2016 - Sep 2018 | 2 |
| Envision Radiology | Colorado Springs, CO | Apr 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- CO
- TX
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts417ACCOUNTS
-
Average Account Value$276,532
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, TX
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