Daniel Colston, financial advisor Roanoke VA

Daniel Colston

CRD Number: 6896745
Current Firm: Upward Financial Planning

Daniel Colston (CRD# 6896745) is an Investment Advisor Representative working at Upward Financial Planning in Roanoke, VA and has over 6 years of experience in the finance industry. Daniel Colston 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
Upward Financial Planning LLC Roanoke, VA Apr 2022 - Current 1
Daniel's Painting Roanoke, VA Jun 2016 - Current 7
American Financial Planning, Inc. Roanoke, VA Jan 2018 - Jun 2022 4
Villa Heights Baptist Church Roanoke, VA Jan 2012 - Nov 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Daniel R. Colston
Phone Number: 5405802501
Firm Website: http://upwardfp.com/
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $202,675
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
Types of Clients
Registered States

VA

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