Benjamin Lorain Taylor
Professional Summary
Benjamin Lorain Taylor is a registered financial advisor currently at INFINITY ADVISORY GROUP located in Portage, Michigan. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Benjamin has worked at 5 firms and has passed the Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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MWA FINANCIAL SERVICES INC.
Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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MWA FINANCIAL SERVICES INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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MWA FINANCIAL SERVICES INC.
Years of Experience
13 years in the financial services industry
Current & Past Employments
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MWA FINANCIAL SERVICES INC.
Current Firm
INFINITY ADVISORY GROUP | INFINITY ADVISORY GROUP, LLC
Contact Information
Main Address
8105 Valleywood Lane Suite A, Portage, MI 49024Phone Number
(269) 888-2301# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
533AUM (Assets Under Management)
$128,916,906Similar Advisors
MWA FINANCIAL SERVICES INC.
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.
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MWA FINANCIAL SERVICES INC.
Primary Firm SEC Registration
INFINITY ADVISORY GROUP | INFINITY ADVISORY GROUP, LLC
State Registrations and Notice Filings
(2/23/2023)
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.
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MWA FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Lorain Taylor's CRS (Customer Relationship Summary).
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MWA FINANCIAL SERVICES INC.
