Benjamin
Taggard
Trg Investment Advisors, LLC
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About this Advisor
Benjamin Taggard is a financial advisor based in Brattleboro, Vermont, working with Trg Investment Advisors, LLC. Benjamin has previously held positions at Richards, Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Trg Investment Advisors, LLC. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in Vermont. Currently, Benjamin is part of Trg Investment Advisors, LLC, which operates out of Brattleboro, Vermont. The firm has 1 office and 6 employees. The firm manages assets totaling $913.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Trg Investment Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trg Investment Advisors, LLC Brokerage Details
$912,966,295
6
519
$1,759,087
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Benjamin Taggard Work History
Trg Investment Advisors, LLC
Richards, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Benjamin Taggard 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 Trg Investment Advisors, LLC
West Lebanon, NH
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
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