Michael L. Taylor
Professional summary
Michael Lamont Taylor, who also goes by Michael Taylor, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 5 firms and has passed the Series 63, Series 65, Series 99TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Lamont Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2026 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Avenue, Summit, NJ 07901October 31, 2024 - May 1, 2026
LPL FINANCIAL LLC
February 14, 2023 - September 27, 2024
THE LEADERS GROUP, INC.
June 27, 2018 - January 30, 2023
EQUITABLE DISTRIBUTORS, LLC
September 12, 2013 - July 15, 2016
METLIFE INVESTORS DISTRIBUTION COMPANY
April 21, 2009 - July 21, 2010
WELLS FARGO CLEARING SERVICES, LLC
March 26, 2009 - July 21, 2010
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/1/2026)
Exams
Series 99TO
Date: 10/31/2024
Operations Professional ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
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.
