Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® Email and Phone Number

General Securities Representative @ LPL Financial
North Reading, MA, US
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s Location
North Reading, Massachusetts, United States, United States
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s Contact Details

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® personal email

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Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® phone numbers

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.

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s Current Company Details
LPL Financial

Lpl Financial

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General Securities Representative
North Reading, MA, US
Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® Work Experience Details
  • Lpl Financial
    General Securities Representative
    Lpl Financial
    North Reading, Ma, Us
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  • Whitman Financial Services, Llc
    Founder And Managing Member | Clu®, Chfc®, Ea, Cfp®| Investment Adviser Representative
    Whitman Financial Services, Llc Jan 2006 - Present
    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
  • Whitman Financial Services, Llc
    Proprietor | Clu®, Chfc®, Ea, Cfp®| Investment Adviser Representative
    Whitman Financial Services, Llc Jun 1983 - Dec 2005
    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
  • Lpl Financial
    General Securities Representative
    Lpl Financial Mar 1986 - Present
    San Diego, Ca, Us
    FINRA Series 1, 6, 7 & 63 Registered
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  • Lpl Financial
    Branch Manager And Office Of Supervisory Jurisdiction
    Lpl Financial Jan 1987 - Present
    San Diego, Ca, Us
    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 Applications.• 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 Chicago Tribune, Wealth Manager Magazine.• Published: Taxation for Financial Planning, National Underwriter, Cincinnati -- United Press Syndicate.Specialties: Investment management, retirement planning, cash management, business planning, tax planning, preparation and audit, estate & wealth planning, risk management.
    View
  • Cfp Board
    Commissioner, Disciplinary And Ethics Commission
    Cfp Board Nov 2023 - Present
    Washington, Dc, Us
    https://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 Professionals Eligible for Reinstatement.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 Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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  • Cfp Board
    Item Writing Group Leader | Subject Matter Expert (Sme) For The Cfp Board Certification Examination
    Cfp Board 2000 - Present
    Washington, Dc, Us
    Group 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 Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
    View
  • Cfp Board
    Council On Examinations
    Cfp Board Dec 2015 - Dec 2020
    Washington, Dc, Us
    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 the exam consistent with best practices in high stakes testing and certification organizations. 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 Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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  • My Secure Advantage
    National Speaker Bureau Contract Professional Program Host
    My Secure Advantage Apr 2023 - Present
    Roseville, Ca, Us
    Selected 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 PlaybookBuilding Financial ResilienceEstate Planning Financial BasicsAudiences include employees of AMERICAN RED CROSS, ARAMARK, ARCONIC, FAA, FLOUR MARINE, IBM, JAM CITY, MAGNIT GLOBAL, REGENT UNIVERSITY, ROBERT BOSCH, SAP, VISION BENEFITS, WASTE MANAGEMENT and others.
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  • National Ski Patrol
    Nsp Eastern Division Treasurer
    National Ski Patrol Dec 2021 - Present
    Lakewood, Co, Us
    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.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 and Long Range Planning Committees, Reporting directly to the Eastern Division Director, Board of Directors, and Finance Committee.The Eastern Division of the National Ski Patrol is made up of over 10,800 dedicated men and women from diverse backgrounds who share the same passion and love for skiing and want to join that passion with the ability to help or assist their fellow skiers and snowboarders who may be in trouble.The Eastern Division includes 160+ Alpine and Nordic ski areas in 11 states from Maine to West Virginia in 15 regions throughout the Northeastern United States:Central New York RegionConnecticut RegionEastern New York RegionEastern PennsylvaniaEMARI Region (Eastern Massachusetts and Rhode Island)Genesee Valley RegionMaine RegionNew Hampshire RegionNew Jersey RegionNorthern Vermont RegionSouthern New York RegionSouthern Vermont RegionWestern Appalachian Region (Western Pennsylvania, Maryland, and parts of West Virginia)Western Massachusetts RegionWestern New York Region
    View
  • National Ski Patrol
    Nsp Eastern Division Patroller Stress Awareness Team (Psat), Chair
    National Ski Patrol May 2020 - Present
    Lakewood, Co, Us
    • 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 situation is normal behavior." ~ Viktor Frankl"Seeking help is not a sign of weakness, but a sign of strength." ~ Eric SnyderTask Force Members: John BrownRobert M. CasselloCharles R. EpsteinJeffrey D. Freedman, PhDBryant F. Hall, NRPMelinda L. Mingus, MDOliver (Ollie) D. Neith, MSWMark L. Parr (Emeritus)Jesse I. RemmeyKaren RobosEric J. Snyder, EMTVision: We will improve patroller awareness of CISI (Critical Incident Stress Impact) by educating and helping patrols develop pre-incident preparedness for CISI.Mission: We will accomplish these goals in these specific steps and present to ED Boardfor review by mid to late summer 2020:A. Survey ED Patrol Directors to learn currently used CISI processesB. Create and deploy CISI education awareness and pre-incident preparedness programs forED patrols using recognized and accepted terminology from the International CriticalIncident Stress Foundation (ICISF) to promote awareness and preparation for CISI in avariety of formats, including: • 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 forpatrollersD. Collaborate with local CISM (Critical Incident Stress Management) resources including: • Validate contact data for local & state resources; identify geographical voids, if any • Confirm their agreement to service patroller First Responders • Establish a patroller liaison within each region to interface with available resources
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  • National Ski Patrol
    Nsp Eastern Division Safety Team Advisor-At-Large
    National Ski Patrol Mar 2023 - Present
    Lakewood, Co, Us
    https://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 mission and represents all NSP members by demonstrating the highest level of patroller skills and commitment to creativity and integrity.NSP Safety Team Vision StatementThe NSP Safety Team will be the leader in mountain safety, education, awareness and hazards reduction.Safety Team member responsibilities include:Promotion of safety for patrollers, resort employees and the publicRepresentation of division interests to national committeesDistribution of safety itemsPromotion of Safety Week and Safety MonthCollaboration with PSIA/AASI, NSAA and regional ski associations to achieve and maintain consistent safety messagingPromotion and support of NSP programs, events and initiativesPromotion and support of NSP and Safety Team sponsorsSupport of safety awareness issues and trends within the snowsports and bike industries
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  • National Ski Patrol
    Nsp Outdoor Emergency Care® (Oec) Instructor
    National Ski Patrol Nov 2020 - Present
    Lakewood, Co, Us
    www.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 NSP Instructor Development Program (ID) focus on principles of adult education that are applicable to any field. The NSP is always seeking talented instructors to deliver its OEC, OET, Avalanche, MTR, Nordic, and ID programs.Outdoor Emergency Care® is the NSP’s award-winning training program for patrollers and others in the recreation community who deal with emergency situations. This nationally recognized program is designed to help you manage the toughest emergencies, in all seasons. Developed in the late 1980s for the 28,000 members of the National Ski Patrol, Outdoor Emergency Care® is a training program that is tailored to the non-urban rescuer. Over the years, OEC has evolved to address the needs of other outdoor-based emergency care providers too, including wilderness medical technicians, river rafting and mountaineering guides, members of search and rescue groups, mountain bike patrollers, and parks and recreation employees. Today, OEC is considered the standard of training for emergency care in the outdoor environment and is recognized by resorts and recreational facilities in all 50 states.
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  • National Ski Patrol
    Nsp Eastern Division Safety Tent Logistics Manager
    National Ski Patrol Dec 2019 - Present
    Lakewood, Co, Us
    https://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 and custody.
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  • National Ski Patrol
    Nsp Alpine Ski Patroller
    National Ski Patrol Oct 2015 - Present
    Lakewood, Co, Us
    www.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 of volunteers in the world that provides first aid and rescue services to the public. In 1980, the U.S. Congress recognized the need for NSP and awarded it a federal charter, a coveted endorsement held by fewer than .01 percent of nonprofits. Today, the NATIONAL SKI PATROL is a thriving, member-driven, nonprofit organization of over 28,000 members on more than 550 patrols. Our Outdoor Emergency Care (OEC) Program is recognized as the standard for ski patrollers. Through the good work of NSP volunteers, each year nearly 40 lives are saved and 160,000 individuals receive free emergency care on the slopes.
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  • National Ski Patrol
    Nsp Eastern Massachusetts And Rhode Island (Emari) Region Safety Team Advisor
    National Ski Patrol Sep 2017 - Mar 2023
    Lakewood, Co, Us
    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 mission and represents all NSP members by demonstrating the highest level of patroller skills and commitment to creativity and integrity.NSP Safety Team Vision StatementThe NSP Safety Team will be the leader in mountain safety, education, awareness and hazards reduction.Safety Team member responsibilities include:Promotion of safety for patrollers, resort employees and the publicRepresentation of division interests to national committeesDistribution of safety itemsPromotion of Safety Week and Safety MonthCollaboration with PSIA/AASI, NSAA and regional ski associations to achieve and maintain consistent safety messagingPromotion and support of NSP programs, events and initiativesPromotion and support of NSP and Safety Team sponsorsSupport of safety awareness issues and trends within the snowsports and bike industries
    View
  • National Ski Patrol
    Nsp Eastern Division Controller | Assistant Treasurer
    National Ski Patrol Nov 2020 - Dec 2021
    Lakewood, Co, Us
    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 8,000 dedicated men and women from diverse backgrounds who share the same passion and love for skiing and want to join that passion with the ability to help or assist their fellow skiers and snowboarders who may be in trouble.The Eastern Division includes Alpine and Nordic ski areas from Maine to West Virginia in 15 regions throughout the Northeastern United States:Central New York RegionConnecticut RegionEastern New York RegionEastern PennsylvaniaEMARI Region (Eastern Massachusetts and Rhode Island)Genesee Valley RegionMaine RegionNew Hampshire RegionNew Jersey RegionNorthern Vermont RegionSouthern New York RegionSouthern Vermont RegionWestern Appalachian Region (Western Pennsylvania, Maryland, and parts of West Virginia)Western Massachusetts RegionWestern New York Region
    View
  • National Ski Patrol
    Nsp Outdoor Emergency Care® (Oec) Instructor
    National Ski Patrol Nov 2018 - Nov 2020
    Lakewood, Co, Us
    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 Development Program (ID) focus on principles of adult education that are applicable to any field. The NSP is always seeking talented instructors to deliver its OEC, OET, Avalanche, MTR, Nordic, and ID programs.Outdoor Emergency Care® is the NSP’s award-winning training program for patrollers and others in the recreation community who deal with emergency situations. This nationally recognized program is designed to help you manage the toughest emergencies, in all seasons. Developed in the late 1980s for the 28,000 members of the National Ski Patrol, Outdoor Emergency Care® is a training program that is tailored to the non-urban rescuer. Over the years, OEC has evolved to address the needs of other outdoor-based emergency care providers too, including wilderness medical technicians, river rafting and mountaineering guides, members of search and rescue groups, mountain bike patrollers, and parks and recreation employees. Today, OEC is considered the standard of training for emergency care in the outdoor environment and is recognized by resorts and recreational facilities in all 50 states.
    View
  • National Ski Patrol
    Nsp Eastern Massachusetts And Rhode Island (Emari) Region Treasurer
    National Ski Patrol Jan 2019 - Oct 2020
    Lakewood, Co, Us
    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 EMARI Treasurer serves these NSP member patrols:BLUE HILLSEMARI NORDICNASHOBA VALLEYSKI BRADFORDSKI WARDYAWGOO VALLEYWACHUSETT MOUNTAINConverted manual accounting system to electronic;; Re-designed departmentalized Chart of Accounts compliant with NSP National and Eastern Division Policies and Procedures, EMARI Treasurer's Report and Summary, Expense Report and Protocols, Annual Form 990 Input Reports, quarterly and annual Financial Statements including Balance Sheet, P&L vs. Budget, Expenses by Vendor Summary, Statement of Cash Flows and Budget;Created EMARI Equipment Schedule Data Request Form, Treasurer Job Description for Succession and triple-redundant local and offsite HIPAA-compliant electronic data backup systems;Authored "Why Does Your Patrol Need to Provide Financial Information" for all EMARI Patrol Directors, and;Achieved first-time 100% Form 990 compliance for EMARI and all Patrols: FYE March 31, 2020.
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  • Finra (Financial Industry Regulatory Authority)
    Arbitration Panelist & Chair
    Finra (Financial Industry Regulatory Authority) Nov 1997 - Present
    Washington, District Of Columbia, Us
    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
    View
  • Finra (Financial Industry Regulatory Authority)
    Arbitratiion Panelist
    Finra (Financial Industry Regulatory Authority) Mar 1990 - Nov 1997
    Washington, District Of Columbia, Us
    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
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  • Town Of North Reading, Ma
    Chairman, Trustees Of Trust Funds
    Town Of North Reading, Ma May 2014 - Present
    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.
  • Town Of North Reading, Ma
    Election Official
    Town Of North Reading, Ma May 2014 - May 2019
    www.northreadingma.govAssuring the integrity of the public election process at places of public polling.
  • Prometric
    Subject Matter Expert | Tax Specialist For Irs Special Enrollment Examination (See)
    Prometric Jul 2014 - Present
    White Marsh, Md, Us
    Developing, 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 Federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. An Enrolled Agent (EA) has demonstrated technical competence in the field of taxation to the IRS and is a tax professional. Enrolled Agents are licensed by the U.S. DEPARTMENT OF THE TREASURY to represent any taxpayer (individuals, businesses, corporations, trusts and estates) before all administrative levels of the INTERNAL REVENUE SERVICE and state taxing authorities.The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the Treasury Department.
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  • Harvard Law School
    Volunteer Tax Specialist Enrolled Agent (Ea) Legal Services Center Federal Tax Clinic Pro Bono Panel
    Harvard Law School May 2016 - Present
    Cambridge, Ma, Us
    Part 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 the IRS Chief Counsel Robert H. Jackson National Attorney of the Year in 2007 and the ABA Tax Section Janet R. Spragens Pro Bono Award winner in 2015. He is a past chair of the ABA Tax Section Pro Bono and Tax Clinics Committee and a current member of the ABA Tax Section governing council.
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  • Carson Coaching
    Member
    Carson Coaching Sep 2004 - Sep 2020
    Omaha, Ne, Us
    The premier coaching program for holistic financial planning and investment management.
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  • Wakefield Place Office Condominiums Trust
    Trustee And Secretary Of The Board
    Wakefield Place Office Condominiums Trust Feb 2016 - Mar 2018
    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
  • Northern Essex Community College
    Alumni Advisory Board
    Northern Essex Community College Jun 2012 - Jun 2013
    Haverhill, Ma, Us
    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.
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  • Nyse
    Securities Arbitration Panelist
    Nyse Dec 2004 - Jul 2007
    New York, Ny, Us
    Full Neutral Panelist with NYSE Department of Arbitration through merger with FINRA Dispute Resolution, effective July 30, 2007.
    View
  • Crystal Condominium Trust
    Managing Trustee
    Crystal Condominium Trust Dec 1994 - Dec 2004
    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 contractorsInvestor-owner of 7 units with 4 of 10 garages and 12 of 36 parking spaces.Budgeted, founded and grew reserve account from zero to $57,000 while replacing roof, entrance doors, heat & hot water systems, intercoms, mailboxes, interior decorating, laundry equipment, lighting and common area windows -- with zero debt throughout.
  • John Hancock Mutual Life Insurance Company
    Financial Sales Representative | Registered Representative
    John Hancock Mutual Life Insurance Company Jun 1979 - Jan 1996
    Boston, Ma, Us
    Financial Sales Representative offering insurance (all lines), tax-sheltered investments, retirement plans and mutual funds.
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  • American Arbitration Association
    Commercial Arbitration Panelist
    American Arbitration Association Feb 1993 - Jul 1994
    New York, Ny, Us
    Boston Office Commercial Panel
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  • First Alliance Financial Services, Inc.
    General Securities Representative
    First Alliance Financial Services, Inc. Nov 1984 - Feb 1986
    NASD Registered Broker/DealerReal Estate, Computer Equipment Leasing, Oil and Gas Drilling & Thoroughbred Horse Breeding Investment Syndicators | Leveraged Tax Shelters | Limited Partnerships
  • Mcdonald'S Corporation
    Swing Manager
    Mcdonald'S Corporation Aug 1975 - Jun 1979
    Chicago, Illinois, Us
    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, payroll, cash, inventory, maintenance, operations, building & grounds, security and vendors.Managed Hampton Beach location during East Coast record-breaking sales hour: 1977.Participated in management visitation reviews of other regional locations.Participated in training and national launch of breakfast menu: 1977.
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Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® Skills

Retirement Planning Financial Planning Finra Investments Securities Alternative Dispute Resolution Alternative Investments Annuities Arbitration Asset Allocation Asset Management Bonds Business Planning Cash Management Comprehensive Wealth Management Disability Insurance Equities Estate Planning Etfs Financial Advisory Financial Markets 401k 401k Rollovers Insurance Insurance Planning Investment Advisory Investment Management Investment Strategies Ira's Long Term Care Mutual Funds Options Pensions Personal Finance Portfolio Management Retirement Retirement Income Strategies Risk Management Series 7 Series 24 Small Business Stocks Strategic Financial Planning Tax Wealth Wealth Accumulation Wealth Management Wealth Preservation Wealth Preservation Strategies Wealth Transfer

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® Education Details

  • Bentley University
    Bentley University
    Finance
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • The American College Of Financial Services
    The American College Of Financial Services
    Finance And Financial Management Services
  • Northern Essex Community College
    Northern Essex Community College
    Business Management Transfer
  • Newburyport High School
    Newburyport High School
    College Preparatory

Frequently Asked Questions about Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®

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 the current company?

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s current role is General Securities Representative.

What is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s email address?

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s email address is da****@****net.com

What is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s direct phone number?

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s direct phone number is +178124*****

What schools did Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® attend?

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® attended Bentley University, The American College Of Financial Services, The American College Of Financial Services, Northern Essex Community College, Newburyport High School.

What are some of Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp®'s interests?

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® has interest in Computers, Scuba Diving, Drums, Mechanical Tinkering, Health, Cooking, Skiing, Education, Dancing, Racquetball.

What skills is Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® known for?

Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® has skills like Retirement Planning, Financial Planning, Finra, Investments, Securities, Alternative Dispute Resolution, Alternative Investments, Annuities, Arbitration, Asset Allocation, Asset Management, Bonds.

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