Daniel Talcott, financial advisor Bothell WA
93 score

Daniel Talcott

CRD Number: 867886
Current Firm: Planmember Securities Corporation

Daniel Talcott (CRD# 867886) is an Investment Advisor Representative working at Planmember Securities Corporation in Bothell, WA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Sep 2015 - Current 1
Kennicott-mt. Blackburn Bed & Breakfast Bothell, WA Jun 2012 - Current 4
Daniel Talcott (self Employed) Bothell, WA Jan 2004 - Current 12
Daniel Talcott (self Employed) Bothell, WA Jan 1999 - Current 17
Daniel Talcott Financial Services Bothell, WA Jan 1986 - Current 30
Safeco Investment Services, Inc. Redmond, WA Sep 2002 - Sep 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Daniel N. Talcott
Phone Number: 805-684-1199
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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