Dana EdwardsCRD Number: 6540004
Current Firm: Upbeat Financial
Dana Edwards (CRD# 6540004) is an Investment Advisor Representative working at Upbeat Financial in Lyons, CO and has over 5 years of experience in the finance industry. Dana Edwards 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.
Meridian Wealth Management LLC
Raymond James & Associates, Inc.
|Cornerstone Investment Advisors, LLC||Boulder, CO||Sep 2019 - Current||2|
|Trilogy Capital, Inc.||Denver, CO||Jul 2016 - Aug 2019||3|
|Trilogy Financial Services||Denver, CO||Jul 2015 - Aug 2019||4|
|Lpl Financial LLC||Denver, CO||Nov 2017 - Dec 2018||1|
|National Planning Corporation||Denver, CO||Feb 2016 - Nov 2017||1|
|Bluewolf||Denver, CO||Nov 2014 - Jul 2015||< 1|
|Unemployed||Oakland, CA||Jun 2014 - Oct 2014||< 1|
|Plantronics||Santa Cruz, CA||Jan 2014 - May 2014||< 1|
|Watermark||Palo Alto, CA||Sep 2013 - Mar 2014||< 1|
|Kitka, Inc.||Oakland, CA||Oct 2012 - Oct 2013||1|
|Instrumental Music For Children||Danville, CA||Sep 2003 - Sep 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management9MILLIONS
Total Number of Accounts50ACCOUNTS
Average Account Value$177,361
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.