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Danielle Renee Parris-Exline

PEACE OF MIND FINANCIAL, INC·COLORADO SPRINGS, Colorado
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7222 COMMERCE CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 7285794Firm CRD# 289067
01

About

Danielle Renee Parris-Exline is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with PEACE OF MIND FINANCIAL, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PEACE OF MIND FINANCIAL, INC
PEACE OF MIND FINANCIAL PLANNING, INC
AUM
$115M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7285794
Firm CRD# 289067
No disclosures on file
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05

Frequently Asked Questions

What services does Danielle Renee Parris-Exline offer?
Danielle Renee Parris-Exline specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Danielle Renee Parris-Exline's credentials?
Danielle Renee Parris-Exline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danielle Renee Parris-Exline located?
Danielle Renee Parris-Exline is based in COLORADO SPRINGS, Colorado, working with PEACE OF MIND FINANCIAL, INC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Danielle Renee Parris-Exline charge for services?
Danielle Renee Parris-Exline's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEACE OF MIND FINANCIAL, INC?
PEACE OF MIND FINANCIAL, INC has approximately 6 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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