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Benjamin Walker Taggard

TRG INVESTMENT ADVISORS, LLC·BRATTLEBORO, Vermont
SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOClean record27 years registeredTRG INVESTMENT ADVISORS, LLC
48 HARRIS PLACE, BRATTLEBORO, VT 05301CRD# 3107547Firm CRD# 315629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Walker Taggard · BRATTLEBORO, VT
Registration
CRD #3107547 · TRG INVESTMENT ADVISORS, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

TRG INVESTMENT ADVISORS, LLC
Aug 2021 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 2006 – Sep 2021
BRATTLEBORO, VT
MML INVESTORS SERVICES, INC.
Apr 1999 – May 2006
BRATTLEBORO, VT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 99TO
Registration record
First registered · April 26, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRG INVESTMENT ADVISORS, LLC
CRD 315629 · SEC 801-122090
AUM
$913M
Regulatory assets under management
Employees
6
519 client accounts
Services offered by TRG INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TRG INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Benjamin Walker Taggard offer?
Benjamin Walker Taggard specializes in Investment Management. Contact their office in BRATTLEBORO, Vermont for a consultation.
What are Benjamin Walker Taggard's credentials?
Benjamin Walker Taggard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Walker Taggard located?
Benjamin Walker Taggard is based in BRATTLEBORO, Vermont, working with TRG INVESTMENT ADVISORS, LLC. Their office serves clients in the BRATTLEBORO metropolitan area and surrounding communities.
How does Benjamin Walker Taggard charge for services?
Benjamin Walker Taggard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRG INVESTMENT ADVISORS, LLC?
TRG INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $913M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRG INVESTMENT ADVISORS, LLC

Peter Thomson Richards
BRATTLEBORO, VT

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