Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Whitney Coffman is a financial advisor with over 40 years of experience in the industry. Dallas is currently registered with LPL Financial LLC and Whitman Financial Services, LLC. Dallas holds the Series 63, Series 24, SIE, Series 7, and Series 1 licenses, as well as the Certified Financial Planner and Chartered Financial Consultant designations. Dallas has a long history of working with individuals, corporations, and charitable organizations. Dallas specializes in financial planning, portfolio management, and tax preparation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/10/2006 - Present
LPL Financial LLC (NORTH READING MA)
MA
03/26/1980 - 06/13/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/26/1980 - 06/13/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
03/10/1986 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
11/13/1984 - 02/28/1986
FIRST ALLIANCE FINANCIAL SERVICES, INC.
BC
Issued 06/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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