Danen CoalsonCRD Number: 3251315
Current Firm: Coalson Financial Services, LLC
Danen Coalson (CRD# 3251315) is an Investment Advisor Representative working at Coalson Financial Services, LLC in Las Cruces, NM and has over 22 years of experience in the finance industry. Danen Coalson 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.
Stifel, Nicolaus & Company, Incorporated
|Coalson Financial Services, LLC||Albuquerque, NM||Aug 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management8MILLIONS
Total Number of Accounts44ACCOUNTS
Average Account Value$171,099
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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