Valerie Rachelle Coffey
Investment adviser representative at Desert Rose Capital Management, Inc.
7 yearsExperience
1 stateRegistered in
$192.1MFirm assets
4 yearsFirm in business
Are you Valerie Rachelle Coffey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
7 years in the industry.
- Desert Rose Capital Management, Inc.Nov 2023 to now
- Self-employedSep 2023 to Nov 2023
- Charles Schwab BankJan 2019 to Sep 2023
- Charles Schwab& Co., Inc.Jan 2019 to Sep 2023
- Homestreet BankJan 2018 to Jan 2019
- Charles Schwab & Co., Inc.Dec 2016 to Nov 2018
- Charles Schwab BankDec 2016 to Nov 2018
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Desert Rose Capital Management, Inc.
$192.1MAssets managed
735Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6736740
- Firm CRD
- 154331