Dana Edwards (CRD# 6540004) is an Investment Advisor Representative working at Upbeat Financial in Ada, MI and has over 7 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.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Upbeat Financial | Ada, MI | Dec 2022 - Current | 1 |
| Upbeat Financial | Lyons, CO | Dec 2020 - Dec 2022 | 2 |
| Cornerstone Investment Advisors, LLC | Boulder, CO | Sep 2019 - Mar 2021 | 1 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CO
- MI
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Total Assets Under Management10MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$128,819
- 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)
CO, MI
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