Danielle Michelle Traylor

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2014-04-22 → 2016-03-21
  Berthel, Fisher & Company Financial Services, Inc.
  Longview, TX
  Longview, TX
  Cedar Rapids, IA
• 2009-04-29 → 2013-12-31
  Berthel, Fisher & Company Financial Services, Inc.
  Longview, TX
  Longview, TX
  Cedar Rapids, IA
• 2007-06-19 → 2009-05-04
  Strategic Financial Concepts, Llc
  San Antonio, TX
• 2006-10-05 → 2007-03-06
  Pruco Securities, Llc.
  Longview, TX
  Longview, TX

Other Businesses

1. BOCKMON INSURANCE AGENCY TEXARKANA, INC. INVESTMENT RELATED. PARTNER / SALES. START DATE 01/2000. LIFE, HEALTH, LTC, P&C. 5 TOTAL/HRS/MO . 5HRS/MO DURING SECURITIES TRADING HOURS. 2. BOCKMON INSURANCE AGENCY,INC. INVESTMENT RELATED. PARTNER/SALES. SALES MANAGEMENT. STARTED DATE: 01/1998. LIFE,HEALTH, DISABILITY,LTC. 160 TOTAL/HRS/MO . 160HRS/MO DURING SECURITIES TRADING HOURS. 3. DBTKMT, LLC. PARTNER. REAL ESTATE.STARTED DATE: APPROX 2007. PARTNER. COMMERCIAL PROPERTY MANAGEMENT. JOINT OWNERSHIP. 1 TOTAL/HR/MO . 1HR/MO DURING SECURITIES TRADING HOURS. 4. DTML,LLC. PARTNER. REAL ESTATE. COMMERCIAL PROPERTY MANAGEMENT. STARTED DATE 2014. JOINT OWNERSHIP. 1TOTAL/HR/MO . 1HR/MO DURING SECURITIES TRADING HOURS. 5. TRAYLOR PROPERTIES,LLC. REAL ESTATE. 5003 LAVENDER LEAF LN, LONGVIEW,TX 75604. PARTNER. STARTED DATE 2014. MANAGEMENT, RESIDENTIAL REAL STATE. 3 TOTAL/HRS/MO .0HRS/MO DURING SECURITIES TRADING HOURS. 6. A&D TRAYLOR HOLDING COMPANY, LLC. 5003 LAVENDER LEAF LN, LONGVIEW,TX 75604. NON-INVESTMENT RELATED. STARTED 2011. PARTNER. FINANCIAL OVERSIGHT. JUST HOLD CASH FOR PERSONAL USE. 1TOTAL/HR/MO . 1HR/MO DURING SECURITIES TRADING HOURS. 7. BOWLES PROPERTIES. 603 MENTHVIN ST. LONGVIEW, TX75601. STARTED DATE 2000. WORKING INTEREST ONLY. PASSIVE INVESTOR. 0TOTAL/HR/MO . 0HR/MO DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-29
• S63 Uniform Securities Agent State Law Examination
  1997-10-02

Other Names

• Chelle Traylor
• Danielle Michelle Davis
• Michelle Traylor