Daniel TafoyaCRD Number: 5456641
Current Firm: T. Rowe Price Advisory Services, Inc.
Daniel Tafoya (CRD# 5456641) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 9 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|T Rowe Price||Colorado Springs, CO||Oct 2017 - Current||< 1|
|Jig And Level||Colorado Springs, CO||Jul 2017 - Current||< 1|
|Usaa Financial Advisors Inc.||Colorado Springs, CO||Aug 2010 - Sep 2017||7|
|Usaa Financial Planning Services||Colorado Springs, CO||Aug 2010 - Sep 2017||7|
|Wells Fargo Bank||Scottsdale, AZ||Sep 2009 - Aug 2010||< 1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Nov 2007 - Aug 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management4MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$90,573
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY