Cole Financial Solutions, LLC

Cole Financial Solutions, LLC (CRD# 163868) is a financial advisory firm headquartered in , . They manage $8,600,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $260,606
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cole Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. Cole
CRD#: 5203630
4900 Hopyard Road, Suite 100, Pleasanton, CA 94588
96
Wealthminder
score

Donald Cole (CRD# 5203630) is an Investment Advisor Representative working at Cole Financial Solutions, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry. Donald 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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