TD
CFP
TD
CFP

Taylor David Demars

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

420 N Evergreen, Ste 300, Spokane Valley, WA, 99216

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Taylor is involved with Flocks and Fields, LLC for tax/investment purposes and non-variable insurance, spending minimal time on the latter. Taylor also provides investment advisory services through Demars Financial Group, LLC, dedicating about half their time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2024 - Present · 1 yr 9 mos
Demars Financial Group LLC
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Crown Capital Securities, L.P.Broker
May 2020 - May 2024 · 4 yrs
State Registrations3 states
AKTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.