Danielle N. Woods

PROPEL FINANCIAL ADVISORS

Maryville, TN

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CRD#: 4573090

Professional summary

Danielle N Woods, who also goes by Danielle N Taylor, is a registered financial advisor currently at PROPEL FINANCIAL ADVISORS, LLC located in Maryville, Tennessee.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Danielle has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle N Taylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DW Agosto Tax Planning LLC, not investment related, 576 South Foothills Plaza Dr, #133, Maryville TN, tax planning and preparation, owner since 01/2016, 10 hours monthly, 10 during securities trading hours, tax planning and preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle N Woods's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 6, 2018 - Present

PROPEL FINANCIAL ADVISORS, LLC

RIA

CRD#: 299279

Maryville, TN

Past

September 23, 2011 - December 11, 2018

MITCHELL VAUGHT & TAYLOR INC

RIA

CRD#: 106160

MARYVILLE, TN

Past

September 19, 2001 - December 31, 2002

MITCHELL VAUGHT & TAYLOR INC

RIA

CRD#: 106160

NAPERVILLE, IL

Past

September 19, 2001 - December 12, 2008

MITCHELL VAUGHT & TAYLOR INC

RIA

CRD#: 106160

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(12/6/2018)

IAR

Louisiana
(2/12/2024)

IAR

New York
(3/11/2022)

IAR

Tennessee
(4/15/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2001

Uniform Investment Adviser Law Examination

Current Firm

PROPEL FINANCIAL ADVISORS, LLC

MERRIMENT ADVISORS LLC | PROPEL FINANCIAL ADVISORS, LLC

CRD#: 299279 / SEC#:

Illinois

Registered Investment Advisory firm - (12/6/2018 Approved)

Louisiana

Registered Investment Advisory firm - (2/12/2024 Approved)

New York

Registered Investment Advisory firm - (3/11/2022 Approved)

Tennessee

Registered Investment Advisory firm - (4/12/2019 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

Po Box 18411, Chicago, IL 60618

Phone number

(773) 612-6391

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	300
AUM (Assets Under Management)	$ 38,840,479

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Danielle N. Woods

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle N Woods's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROPEL FINANCIAL ADVISORS, LLC

MITCHELL VAUGHT & TAYLOR INC

MITCHELL VAUGHT & TAYLOR INC

MITCHELL VAUGHT & TAYLOR INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2001

Current Firm

PROPEL FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROPEL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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