Unclaimed Profile

Autumn Ann Taylor

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio

SIE, Series 7, Series 24, Series 63Clean record20 years registeredVANTAGE FINANCIAL GROUP, INC.

6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 1702760Firm CRD# 105950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Autumn Ann Taylor · CLEVELAND, OH

Registration

CRD #1702760 · VANTAGE FINANCIAL GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

PARK AVENUE SECURITIES LLC

Dec 2018 – present

VICUS CAPITAL, INC.

Aug 2017 – Jul 2018

Cleveland, OH

CETERA ADVISOR NETWORKS LLC

Sep 2013 – Jun 2018

CLEVELAND, OH

VANTAGE FINANCIAL GROUP, INC.

Sep 2013 – Jul 2018

CLEVELAND, OH

HORNOR, TOWNSEND & KENT, INC.

Jul 2007 – Aug 2013

HORSHAM, PA

WALNUT STREET SECURITIES, INC.

Mar 2006 – Jun 2007

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · March 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE FINANCIAL GROUP, INC.

CRD 105950 · SEC 801-33485

AUM

$720M

Regulatory assets under management

Employees

2,461 client accounts

Services offered by VANTAGE FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Autumn Ann Taylor offer?

Autumn Ann Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Autumn Ann Taylor's credentials?

Autumn Ann Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Autumn Ann Taylor located?

Autumn Ann Taylor is based in CLEVELAND, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Autumn Ann Taylor charge for services?

Autumn Ann Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE FINANCIAL GROUP, INC.?

VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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