Benjamin
Taylor

Infinity Advisory Group

CRD#6166496
Investment Advisor
in Portage, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Benjamin Taylor is a financial advisor based in Portage, Michigan, working with Infinity Advisory Group. Benjamin has previously held positions at Harbinger Financial Group LLC, Harbinger Asset Management LLC, Triad Advisors, Inc, Advisory Services Network, LLC, and Infinity Advisory Group. Benjamin has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Benjamin is part of Infinity Advisory Group.

Certifications and Registrations

Series 65

Office Location

8105 Valleywood Lane Suite A
Portage, MI 49024

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Benjamin Taylor Work History

2023 - Present (1 year)

Infinity Advisory Group

2016 - Present (8 years)

Advisory Services Network, LLC

2013 - 2016 (3 years)

Harbinger Financial Group LLC

2013 - 2016 (3 years)

Harbinger Asset Management LLC

2013 - 2016 (3 years)

Triad Advisors, Inc

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.

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started