Melvin
Danson
Baring Financial LLC
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About this Advisor
Melvin Danson is a financial advisor based in Bellingham, Washington, working with Baring Financial LLC. Melvin has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Logan, Mason & Associates, Logan Danson LLC, and Baring Financial, LLC. Melvin has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas and Washington. Currently, Melvin is part of Baring Financial LLC, which operates out of Bellingham, Washington. The firm has 3 employees and manages assets totaling $136.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Baring Financial LLC includes asset-based fees.
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Baring Financial LLC Brokerage Details
$136,435,327
3
880
$155,040
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Melvin Danson Work History
Baring Financial, LLC
Logan Danson LLC
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Logan, Mason & Associates
Disclosures
Please visit the SEC profile of Melvin Danson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baring Financial LLC
Bellingham, WA
Bellingham, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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