Benjamin
Taylor
Spc
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About this Advisor
Benjamin Taylor is a financial advisor who works in Toledo, Ohio, who has 4 years of relevant experience. Taylor is an employee of Spc. Taylor has gained experience at Wholehan & Assoc, Aps Medical Billing and Sigma Financial Corporation. Taylor holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Spc is a financial advisory business headquartered in Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 people on staff. It manages $6 billion in total assets among its 34,594 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 34,594 accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types billed by Spc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Benjamin Taylor Work History
Benjamin has been registered as a financial advisor for 4 years.*
Wholehan & Assoc
Sigma Financial Corporation
Aps Medical Billing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Madison, MS
Ann Arbor, MI
Mansfield, TX
Dallas, TX
Troy, MI
Ann Arbor, MI
Ann Arbor, MI
Melbourne, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
