Dallas Coffman
Dallas Coffman is a CFP, ChFC-designated registered investment advisor at Whitman Financial Services, LLC., based in North Reading, MA, with 46 years of industry experience. Dallas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Initial data collection and assessment: $250
- Financial planning: $3,500 to $15,000, depending on the complexity of the services provided
- Consulting: $425 for the first two hours, then $425 per hour thereafter
Location
348 Park Street, Suite 106, Whitman Financial Services LLC, North Reading, MA, 01864-2153
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dallas is involved in several business activities, including tax preparation/accounting, serving as a registered investment advisor through Whitman Financial Services, and real estate rental. Dallas also dedicates minimal time to FINRA arbitration, notary public duties, non-profit board membership, and part-time work with Prometric, Inc.
Employment History
Current Registrations
Whitman Financial Services, LLC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Whitman Financial Services, LLC.
Linsco Financial Group, INC.Broker
First Alliance Financial Services, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.