Valerie Coffey has been an investment adviser representative at Desert Rose Capital Management since January 2024, and is not listed among the firm’s executive officers or direct owners.
Desert Rose Capital Management, Inc. is a Meridian, ID firm with $192M under management, 735 clients and 10 advisers across 8 offices, as of its March 2026 filing.
Valerie Coffey is Senior Wealth Advisor of Desert Rose Capital Management. She has over 18 years of experience in the financial industry and is a licensed Investment Adviser Representative. Through her tenure at Charles Schwab she was a financial consultant.
Valerie Coffey’s longest registration was 3 years at Charles Schwab & Co., Inc. (2020–2023). Before joining Desert Rose Capital Management in 2024, Valerie Coffey was registered through Charles Schwab & Co., Inc.
- – present · 2 yearsSpokane, WA · Adviser representative · Firm CRD 154331
- Charles Schwab & Co., Inc.– · 3 yearsSpokane, WA · Adviser representative · Firm CRD 5393
Professional designations
Listed by Desert Rose Capital Management
- Accredited Asset Management Specialist (AAMS)
Investment adviser representative registrations
Valerie Coffey is registered as an investment adviser representative in Washington, since January 2024.
- WashingtonSince 2 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 June 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 June 2017 |
| Series 7 | General Securities Representative Examination | 13 June 2017 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Valerie Rachelle Coffey
- CRD
- 6736740
- Firm
- Desert Rose Capital Management · CRD 154331
- Office
- Spokane, WA
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- desertrosecapital.com
Where does Valerie Coffey work?
Valerie Coffey is an investment adviser representative registered through Desert Rose Capital Management, Inc. since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Valerie Coffey a financial advisor?
Yes. Valerie Coffey has a current investment-adviser registration in Washington, through Desert Rose Capital Management since January 2024.
How many years of experience does Valerie Coffey have?
Valerie Coffey has 7 years in the financial industry, since November 2018, across 2 adviser firms.
What exams has Valerie Coffey passed?
Valerie Coffey has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in June 2017. FINRA credited Valerie Coffey with the SIE, which began in October 2018.
Where did Valerie Coffey work before Desert Rose Capital Management?
Before Desert Rose Capital Management, Valerie Coffey was registered through Charles Schwab & Co., Inc., July 2020 to September 2023.
Where is Valerie Coffey based?
Valerie Coffey’s registered office is in Spokane, WA.
Is Valerie Coffey registered with FINRA?
No. Valerie Coffey has no current broker registration.
How can I verify Valerie Coffey’s record?
Search CRD 6736740 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Valerie Coffey’s full registration record.
