Danny Taylor is a CFP-designated registered investment advisor, based in Post Falls, ID, with 42 years of industry experience. Danny is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Post Falls, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Danny owns Taylor & Associates, Inc., where he sells and services health, life, long-term care, disability, Medicare Advantage, and Medicare Supplement insurance. He also works as an advisory representative of a registered investment advisor (RIA) called CIRA, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Interpacific Investors Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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