Danny Taylor, financial advisor Post Falls ID
96 score

Danny Taylor

CRD Number: 1293484
Current Firm: Cambridge Investment Research Advisors, Inc.

Danny Taylor (CRD# 1293484) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Post Falls, ID and has over 22 years of experience in the finance industry. Danny Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2011 - Current 5
Taylor & Associates Post Falls, ID Nov 1983 - Current 33
Safeco Investment Services Inc. Redmond, WA Jun 2000 - Apr 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Danny J. Taylor
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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