Dana Edwards, financial advisor Lyons CO

Dana Edwards

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Dana C. Edwards
Phone Number: 303-718-7400
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $177,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

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