AeroLeads people directory · profile
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® Email & Phone Number
General Securities Representative
at
LPL Financial
1 work email found
@northreadingma.gov
1 phone found area 781
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
General Securities Representative
Location
North Reading, Massachusetts, United States
Who is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® is listed as General Securities Representative at LPL Financial, based in North Reading, Massachusetts, United States. AeroLeads shows a work email signal at northreadingma.gov, phone signal with area code 781, and a matched LinkedIn profile for Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®.
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® previously worked as Founder and Managing Member | CLU®, ChFC®, EA, CFP®| Investment Adviser Representative at Whitman Financial Services, Llc and Proprietor | CLU®, ChFC®, EA, CFP®| Investment Adviser Representative at Whitman Financial Services, Llc. Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® holds B.S. Marketing Management, Marketing, Business, Finance from Bentley University.
Company email context
Email format at LPL Financial
This section adds company-level context without repeating Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s masked contact details.
*@northreadingma.gov
68% confidence
AeroLeads found 1 current-domain work email signal for Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®
• Established 1983 in Wakefield, Massachusetts. Relocated to North Reading, Massachusetts in 2024.• 40+ years experience developing and implementing comprehensive fee-based financial plans.• Handling tax planning strategies, discretionary and non-discretionary investment advisory accounts [through LPL FINANCIAL, a Registered Investment Adviser] and access to a full menu of financial products and services.• Committed to your financial independence, delivering personalized advice, professional service and results.• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Professionals associated with WHITMAN FINANCIAL SERVICES, LLC. may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Dallas W. Coffman, and not affiliated with LPL Financial. Dallas W. Coffman related services offered through Dallas W. Coffman DBA WHITMAN FINANCIAL SERVICES, LLC. Dallas W. Coffman is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.Third party posts found on this profile do not reflect the views of LPL FINANCIAL and have not been reviewed by LPL FINANCIAL as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.I work with my clients to help them understand how to potentially:• Create and grow wealth.• Preserve wealth.• Identify and implement tax-efficient methods of distributing wealth during life.• Identify and implement tax-efficient paths of distributing wealth at death.I believe that trust is the glue that holds the client and financial adviser relationship together.
Listed skills include Retirement Planning, Financial Planning, Finra, Investments, and 46 others.
Current workplace
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
34 roles · 26 years
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder And Managing Member | Clu®, Chfc®, Ea, Cfp®| Investment Adviser Representative
Current
Whitman Financial Services, Llc
www.trustustoday.comFinancial planning offered through WHITMAN FINANCIAL SERVICES, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.Comprehensive Wealth ManagementInvestment ManagementComplex Tax Planning StrategiesFinancial ConsultingRetirement PlanningEstate and Wealth Planning StrategiesRisk Management
Jan 2006 - Present
Proprietor | Clu®, Chfc®, Ea, Cfp®| Investment Adviser Representative
Whitman Financial Services, Llc
WHITMAN FINANCIAL SERVICESAn Independent Registered Investment Adviser not affiliated with LPL FINANCIALComprehensive Wealth ManagementInvestment ManagementComplex Tax Planning, Preparation and AuditFinancial ConsultingRetirement PlanningEstate and Wealth PlanningRisk Management
Jun 1983 - Dec 2005
Mar 1986 - Present
Branch Manager And Office Of Supervisory Jurisdiction
Current- FINRA Series 24 Registered through LPL Financial
- Former Adjunct Faculty: THE COLLEGE FOR FINANCIAL PLANNING (Denver)THE AMERICAN COLLEGE (Bryn Mawr)NORTHEASTERN UNIVERSITY (Boston)Instructing: Advanced Income Tax Preparation; Investments; Financial and Estate Plan.
- Quoted: Newsweek, The New York Times, The Boston Globe, Sylvia Porter’s Personal Finance, The Washington Post, Financial Planning Magazine, WBZ TV-4 News, Dow Jones, The Detroit News, The Des Moines Register, The.
- Published: Taxation for Financial Planning, National Underwriter, Cincinnati -- United Press Syndicate.Specialties: Investment management, retirement planning, cash management, business planning, tax planning.
Jan 1987 - Present
Commissioner, Disciplinary And Ethics Commission
Currenthttps://www.cfp.net/about-cfp-board/councils-and-commissions/disciplinary-and-ethics-commissionThe Disciplinary and Ethics Commission is charged with reviewing and taking appropriate action with respect to alleged violations of the Code of Ethics and Standards of Conduct and conduct reviewed pursuant to the Fitness Standards for Candidates and.
Nov 2023 - Present
Item Writing Group Leader | Subject Matter Expert (Sme) For The Cfp Board Certification Examination
CurrentGroup Leader for national Item Writing workshops and Subject Matter Expert (SME) for Examination Review.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of.
2000 - Present
~26 yrs 5 mos
Council On Examinations
https://www.cfp.net/about-cfp-board/volunteers/volunteer-opportunities/council-on-examinationsThe Council on Examinations is a volunteer group of seven CFP® professionals that serve as primary subject matter experts for the CFP® Certification Examination and provides CFP Board with recommendations regarding the development, administration and scoring of.
Dec 2015 - Dec 2020
National Speaker Bureau Contract Professional Program Host
CurrentSelected to individually host various national and international corporate and university Employee Assistance Program (EAP) sessions via Zoom on various and timely financial topics including:Adjusting Your Finances During Challenging Economic TimesUnderstanding Tax ReturnsInvesting Education for BeginnersDreaming of RetirementThe Financial Wellness.
Apr 2023 - Present
Nsp Eastern Division Treasurer
Currenthttps://www.nspeast.org/board-members.htmlFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.Turnkey responsibility for financial accounting & control, Form 990 Exempt Organization tax preparation, and special projects in full compliance with FINRA Rule 3241. Member of Finance.
Dec 2021 - Present
Nsp Eastern Division Patroller Stress Awareness Team (Psat), Chair
Current- Appointed by Melinda L. Mingus, MD, NSP EASTERN DIVISION Safety Supervisor to lead a new Patroller Stress Awareness Training (PSAT) Task Force. https://www.nspeast.org/safety.html"An abnormal reaction to an abnormal.
- Webinars and videos
- Powerpoint presentations
- Printed media
- Online informational and self-help library (bit.ly/NSPCIS)C. Create Stress Continuum and Covid-19 Stress Continuum wallet-cards, withcontext (explanation) on the back to aid educational awareness and preparedness.
- Validate contact data for local & state resources; identify geographical voids, if any
May 2020 - Present
Nsp Eastern Division Safety Team Advisor-At-Large
Currenthttps://www.nspeast.org/division-advisors.htmlFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.NSP Safety Team Mission StatementThe NSP Safety Team is comprised of industry leaders and experts in education and mountain safety for employees and guests. The Team upholds NSP’s.
Mar 2023 - Present
Nsp Outdoor Emergency Care® (Oec) Instructor
Currentwww.nsp.org | Programs | Education Programshttps://skinashoba.comThe National Ski Patrol (NSP) doesn’t grow patrollers, it builds them. Each patroller learns his or her skills from a certified NSP instructor. These hardworking instructors are the backbone of all NSP education programs; without them, there would be no patrollers. The skills learned in the.
Nov 2020 - Present
Nsp Eastern Division Safety Tent Logistics Manager
Currenthttps://easterndivisionnsp.org/nsp/safety-tent-requisitions/Responsible for five (5) NSP EASTERN DIVISION Safety Tents via SmartSheet tracking system and reconciliation with 15 regions in 11 states from Maine to West Virginia comprising 161 alpine, nordic and mountain bike patrols. Coordinate and communicate transportation, shipping, repairs, maintenance.
Dec 2019 - Present
Nsp Alpine Ski Patroller
Currentwww.nsp.org First on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.NATIONAL SKI PATROL has a long and proud tradition of providing "Service and Safety" to skiers, riders and mountain recreationists in the U.S. and around the world. Founded in 1938, NSP represents the largest group.
Oct 2015 - Present
Nsp Eastern Massachusetts And Rhode Island (Emari) Region Safety Team Advisor
http://www.emari.org/index.php/about/officersFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.NSP Safety Team Mission StatementThe NSP Safety Team is comprised of industry leaders and experts in education and mountain safety for employees and guests. The Team upholds NSP’s.
Sep 2017 - Mar 2023
Nsp Eastern Division Controller | Assistant Treasurer
https://www.nspeast.org/board-members.htmlFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.Responsible for financial accounting & control and special projects. Reporting directly to the Division Treasurer.The Eastern Division of the National Ski Patrol is made up of nearly.
Nov 2020 - Dec 2021
Nsp Outdoor Emergency Care® (Oec) Instructor
www.nsp.org | Programs | Education ProgramsThe National Ski Patrol (NSP) doesn’t grow patrollers, it builds them. Each patroller learns his or her skills from a certified NSP instructor. These hardworking instructors are the backbone of all NSP education programs; without them, there would be no patrollers. The skills learned in the NSP Instructor.
Nov 2018 - Nov 2020
Nsp Eastern Massachusetts And Rhode Island (Emari) Region Treasurer
http://www.emari.org/index.php/about/officersFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.Responsible for financial accounting & control, review and preparation of financial statements for Board review and submission with EASTERN DIVISION IRS Form 990 Group Return.The.
Jan 2019 - Oct 2020
Arbitration Panelist & Chair
Currenthttp://www.finra.org/arbitration-and-mediation/overviewLarge and Complex Case PoolFor information on arbitration awards, please visit the FINRA Arbitration website: www.finra.org/ArbitrationAndMediation/index.htm
Nov 1997 - Present
Arbitratiion Panelist
http://www.finra.org/arbitration-and-mediation/overviewLarge and Complex Case PoolFor information on arbitration awards, please visit the FINRA Arbitration website: www.finra.org/ArbitrationAndMediation/index.htm
Mar 1990 - Nov 1997
Chairman, Trustees Of Trust Funds
Current
Town Of North Reading, Ma
www.northreadingma.govAppointed by the Town Administrator to supervise investment managers, allocate, calculate and approve disbursements from 34 private trust funds to various municipal and educational causes. Chairman: May 2015 to present.
May 2014 - Present
Election Official
Town Of North Reading, Ma
www.northreadingma.govAssuring the integrity of the public election process at places of public polling.
May 2014 - May 2019
Subject Matter Expert | Tax Specialist For Irs Special Enrollment Examination (See)
CurrentDeveloping, writing, editing and reviewing examination questions for the U.S. DEPARTMENT OF THE TREASURY - INTERNAL REVENUE SERVICE Special Enrollment Examination (SEE) administered by PROMETRIC, INC. to individuals seeking to become Admitted to Practice Before the INTERNAL REVENUE SERVICE.Enrolled Agents (EAs) are America's Tax Experts. EAs are the only.
Jul 2014 - Present
Volunteer Tax Specialist Enrolled Agent (Ea) Legal Services Center Federal Tax Clinic Pro Bono Panel
CurrentPart of the WilmerHale Legal Services Center, the clinic helps defend the most vulnerable taxpayers while giving students opportunities to learn tax practice and procedure.The Federal Tax Clinic was founded in 2015 by Visiting Professor of Law, T. Keith Fogg from VILLANOVA UNIVERSITY SCHOOL OF LAW and a national authority on tax procedure. He was chosen as.
May 2016 - Present
Member
The premier coaching program for holistic financial planning and investment management.
Sep 2004 - Sep 2020
Trustee And Secretary Of The Board
Wakefield Place Office Condominiums Trust
Installed professional management and multiple risk management security systems to this 24-unit professional office condominium complex while retaining turnkey responsibility for:Annual and Special MeetingsUnit owner communication and Board liaisonManaging agent liaisonAnnual budget of $75,000+City, county & state building and regulatory compliance
Feb 2016 - Mar 2018
Alumni Advisory Board
Founded in 1971 to promote the interests of NECC alumni and to foster an ongoing relationship between the college, its graduates and the community. The Advisory Board meets regularly to plan events for alumni, conduct fundraising drives, give out scholarships and other student awards, organize reunions and more.
Jun 2012 - Jun 2013
Securities Arbitration Panelist
Full Neutral Panelist with NYSE Department of Arbitration through merger with FINRA Dispute Resolution, effective July 30, 2007.
Dec 2004 - Jul 2007
Managing Trustee
Crystal Condominium Trust
Self-managed 22-unit historic residential condominium building with turnkey responsibility for:Annual and Special MeetingsUnit owner communication and Board liaisonFinancial controller with an annual budget of $83,000City, county & state building and regulatory complianceDaily operations including on-site management and supervision of all.
Dec 1994 - Dec 2004
Financial Sales Representative | Registered Representative
Financial Sales Representative offering insurance (all lines), tax-sheltered investments, retirement plans and mutual funds.
Jun 1979 - Jan 1996
Feb 1993 - Jul 1994
General Securities Representative
First Alliance Financial Services, Inc.
NASD Registered Broker/DealerReal Estate, Computer Equipment Leasing, Oil and Gas Drilling & Thoroughbred Horse Breeding Investment Syndicators | Leveraged Tax Shelters | Limited Partnerships
Nov 1984 - Feb 1986
Swing Manager
Fast-paced; the very essence of hard work, customer service, cost control, product consistency, brand management, training and systemization.Managed six New England corporate-owned and franchise restaurant locations and 200+ employees while self-supporting and attending college full-time. Responsible for customer service, quality control, opening, closing.
Aug 1975 - Jun 1979
5 education records
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® education
B.S. Marketing Management, Marketing, Business, Finance
Bentley University
Chartered Financial Consultant™ (Chfc®), Financial Planning And Services
The American College Of Financial Services
Chartered Life Underwriter™ (Clu®), Finance And Financial Management Services
The American College Of Financial Services
Associate Of Science, Business Management Transfer
Northern Essex Community College
Diploma, College Preparatory
Newburyport High School
FAQ
Frequently asked questions about Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® work for?
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® works for LPL Financial.
What is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s role at LPL Financial?
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® is listed as General Securities Representative at LPL Financial.
What is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s email address?
AeroLeads has found 1 work email signal at @northreadingma.gov for Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® at LPL Financial.
What is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 781 for Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® at LPL Financial.
Where is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® based?
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® is based in North Reading, Massachusetts, United States while working with LPL Financial.
What companies has Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® worked for?
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® has worked for Lpl Financial, Whitman Financial Services, Llc, Cfp Board, My Secure Advantage, and National Ski Patrol.
How can I contact Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®?
You can use AeroLeads to view verified contact signals for Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® attend?
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® holds B.S. Marketing Management, Marketing, Business, Finance from Bentley University.
What skills is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® known for?
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® is listed with skills including Retirement Planning, Financial Planning, Finra, Investments, Securities, Alternative Dispute Resolution, Alternative Investments, and Annuities.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial