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Paladin Research Report For:

Danny DeHoney

PathView Wealth

CFP®ChFC®CRPC®CLU®
301 Metro Center Blvd
Suite 201
Warwick, RI 02886
401-824-2530

About Danny DeHoney

See Disclosures

General Information

Firm Start Year
  • 1999
CRD#
  • 4137212
Firm CRD#
  • 4137212
Name of Broker/Dealer
  • Ameriprise Financial
Years of Experience in Financial Services
  • 24
Number of Years with Current Firm
  • 24
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CLU®, ChFC®, CRPC®
Securities Licenses
  • Series 7, Series 24, Series 65, Series 66
Insurance and Annuity Licenses
  • Long Term Care, Variable Life, Variable Annuity, Disability, Accident, Annuity, Health, Life

Firm Information

Assets Managed by Firm
  • $600,000,000
Assets Managed by Advisor
  • $600,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Hourly, Flat Fee, Based on Assets