Danny Joe Taylor

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 11/1983 → Present
  Taylor & Associates
  Post Falls, ID
• 04/2011 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2011 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2003-12-10 → 2011-04-20
  Signator Financial Services, Inc.
  Post Falls, ID
  Post Falls, ID

Other Businesses

1) TAYLOR & ASSOCIATES, INC, 519 S. Shore Pines Rd., Post Falls ID 83854, United States, 11/01/1983, Owner, Insurance/Benefits/Human Resources , INV REL, 60 HR/MO - 28 HR/MO TRADING 2) TAYLOR & ASSOCIATES, INC. 519 S. SHORE PINES RD., POST FALLS, ID 83854. OWNER SINCE 11/01/83. WORKS 14 HRS PER WEEK 7 OF WHICH ARE SPENT DURING TRADING HOURS. DUTIES: AGENT THAT SELLS AND SERVICES HEALTH, LIFE, LTC, DISABILITY, MED-ADVANTAGE, AND MEDICARE SUPPLEMENT INSURANCE. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 04/19/2011

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-29
• S63 Uniform Securities Agent State Law Examination
  1994-12-03

Designations

• Certified Financial Planner

Other Names

• Dan Taylor