Melvin Danson has been President, CCO of Baring Financial since January 2016, is a control person of the firm and directly owns 75% or more of it.
Baring Financial LLC is a Bellingham, WA firm with $210M under management, 483 clients and 2 advisers in one office, as of its February 2026 filing.
Melvin Danson’s longest registration is the current one, 10 years at Baring Financial since 2016. Before joining Baring Financial in 2016, Melvin Danson was registered through Waddell & Reed and First Allied Advisory Services, Inc.
- Baring Financial LLCCurrent– present · 10 yearsBellingham, WA · Adviser representative · Firm CRD 173761
- Waddell & Reed– · 3 yearsBellingham, WA · Adviser representative · Firm CRD 866
- First Allied Advisory Services, Inc.– · under a yearSan Diego, CA · Adviser representative · Firm CRD 137888
Investment adviser representative registrations
Melvin Danson is registered as an investment adviser representative in 2 states. Each was approved in January 2016.
- TexasSince 8 January 2016
- WashingtonSince 8 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 November 2011 |
| Series 7 | General Securities Representative Examination | 14 November 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 August 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 August 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Melvin Walter Danson
- CRD
- 4231528
- Firm
- Baring Financial · CRD 173761
- Role
- President, CCO
- Office
- 306 N Commercial St, Bellingham, WA 98225
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Melvin Danson work?
Melvin Danson has been President, CCO of Baring Financial LLC since January 2016, and is a control person of the firm.
Is Melvin Danson a financial advisor?
Yes. Melvin Danson has a current investment-adviser registration in Texas and Washington, through Baring Financial since January 2016.
How many years of experience does Melvin Danson have?
Melvin Danson has 14 years in the financial industry, since December 2011, across 3 adviser firms.
What exams has Melvin Danson passed?
Melvin Danson has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 66. The earliest, the Series 6, was passed in July 2000. FINRA credited Melvin Danson with the SIE, which began in October 2018.
Where did Melvin Danson work before Baring Financial?
Before Baring Financial, Melvin Danson was registered through First Allied Advisory Services, Inc., December 2011 to March 2012.
Where is Melvin Danson based?
Melvin Danson’s registered office is in Bellingham, WA.
Is Melvin Danson registered with FINRA?
No. Melvin Danson has no current broker registration.
How can I verify Melvin Danson’s record?
Search CRD 4231528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melvin Danson’s full registration record.