Kyle Danford, financial advisor Fort Collins CO
78 score

Kyle Danford

CRD Number: 5889374
Current Firm: Ubs Financial Services Inc.

Kyle Danford (CRD# 5889374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Fort Collins, CO Sep 2014 - Current 2
Bank Of America, N.a. Fort Collins, CO Jan 2012 - Sep 2014 2
Merrill Lynch, Pierce, Fenner And Smith, Inc. Fort Colilins, CO Sep 2011 - Sep 2014 3
Guardian Insurance Greeley, CO Nov 2010 - Sep 2011 < 1
Unemployed Fort Collins, CO Aug 2010 - Nov 2010 < 1
Fort Collins Country Club Fort Collins, CO Jun 2010 - Aug 2010 < 1
City Of Fort Collins Fort Collins, CO Sep 2008 - Jun 2010 1
University Of Northern Colorado Greeley, CO Jun 2008 - Apr 2010 1
University Of Northern Colorado Greeley, CO Jun 2008 - Nov 2009 1
Boomerang Golf Course Greeley, CO Aug 2008 - Oct 2008 < 1
Fort Lewis College Durango, CO Aug 2006 - May 2008 1
Old Tymers Cafe Durango, CO May 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kyle R. Danford
Phone Number: 201-352-3000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
78

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