Daniel Andrew Taylor
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
18 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2025 to now
- Cambridge Investment Research, Inc.Jul 2025 to now
- Guardian Life Insurance CompanyJan 2020 to now
- Park Avenue Securities LLCOct 2017 to Aug 2025
- Guardian Life Insurance Co of AmericaJul 2008 to Jan 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5746148
- Firm CRD
- 134139