Taylor Demars (CRD# 6733554) is an Investment Advisor Representative working at Demars Financial Group LLC in Spokane Valley, WA and has over 4 years of experience in the finance industry. Taylor Demars 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.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Demars Financial Group | Spokane, WA | Jul 2020 - Current | 3 |
| Crown Capital Securities, LP | Orange, CA | Jan 2020 - Current | 4 |
| Demars Financial Group | Spokane, WA | Jan 2019 - Current | 5 |
| Byu | Provo, UT | Sep 2018 - Dec 2018 | < 1 |
| Demars Financial Group | Spokane, WA | May 2018 - Aug 2018 | < 1 |
| Demars Financial | Spokane, WA | May 2018 - Aug 2018 | < 1 |
| Byu | Provo, UT | Jan 2018 - Apr 2018 | < 1 |
| Tesla | Palo Alto, CA | Aug 2017 - Dec 2017 | < 1 |
| Boeing | Everett, WA | Jun 2017 - Aug 2017 | < 1 |
| Northwestern Mutual | Provo, UT | Jan 2017 - May 2017 | < 1 |
| Wencor Group | Springville, UT | Apr 2016 - Dec 2016 | < 1 |
| Byu | Provo, UT | Apr 2015 - Mar 2016 | < 1 |
| Vivint | Provo, UT | May 2015 - Aug 2015 | < 1 |
| Byu | Provo, UT | Jul 2014 - Apr 2015 | < 1 |
| Lds Church | Porto Alegne, | Jul 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- AK
- TX
- WA
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Total Assets Under Management232MILLIONS
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Total Number of Accounts452ACCOUNTS
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Average Account Value$514,265
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, ID, MT, OR, TX, UT, WA
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