Daniel Carnes, financial advisor Montrose CO

Daniel Carnes

CRD Number: 6921500
Current Firm: Elderado Financial, Inc.

Daniel Carnes (CRD# 6921500) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Elderado Financial Montrose, CO Nov 2019 - Current 4
Charles Schwab & Company, Inc. Phoenix, AZ Mar 2018 - Nov 2019 1
U-haul International Phoenix, AZ Apr 2016 - Feb 2018 1
Vineyard Church North Phoenix Glendale, AZ Apr 2014 - Apr 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Daniel B. Carnes
Phone Number: 970-249-9900
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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