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Danielle Renee Parris-Exline

PEACE OF MIND FINANCIAL, INC·COLORADO SPRINGS, Colorado
Series 65Clean record5 years registeredPEACE OF MIND FINANCIAL, INC
7222 COMMERCE CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 7285794Firm CRD# 289067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Danielle Renee Parris-Exline · COLORADO SPRINGS, CO
Registration
CRD #7285794 · PEACE OF MIND FINANCIAL, INC · 5 years registered
Brand Profile
Not yet started
01

Career History

PEACE OF MIND FINANCIAL PLANNING, INC
Sep 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 3, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEACE OF MIND FINANCIAL, INC
CRD 289067 · SEC 801-122428
AUM
$115M
Regulatory assets under management
Employees
6
417 client accounts
Services offered by PEACE OF MIND FINANCIAL, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PEACE OF MIND FINANCIAL, INC →
Introduction

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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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Other Advisors at PEACE OF MIND FINANCIAL, INC

Linda Yows Leitz
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