Danielle Cole, financial advisor San Antonio TX
96 score

Danielle Cole

CRD Number: 2996518
Current Firm: Usaa Financial Planning Services

Danielle Cole (CRD# 2996518) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 18 years of experience in the finance industry. Danielle Cole 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
Usaa Financial Advisors, Inc. San Antonio, TX Jun 2006 - Current 10
Usaa Financial Planning Services San Antonio, TX Jun 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for Danielle M. Cole
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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