Michelle Lynn Taylor
Professional Summary
Michelle Lynn Taylor, who also goes by Michelle Lynn James, is a registered financial advisor currently at BALANCED WEALTH GROUP LLC located in Westlake, Ohio. Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michelle has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michelle Lynn Taylor, Michelle Lynn James
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BALANCED WEALTH GROUP LLC
Contact Information
Main Address
1991 Crocker Road Suite 300, Westlake, OH 44145Phone Number
(440) 871-6501# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,588AUM (Assets Under Management)
$494,073,639Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BALANCED WEALTH GROUP LLC
State Registrations and Notice Filings
(11/2/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2008About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2007About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michelle Lynn Taylor's CRS (Customer Relationship Summary).
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