Benjamin Walker Taggard
Investment adviser representative at Trg Investment Advisors, LLC
28 yearsExperience
1 stateRegistered in
$167.1MFirm assets
5 yearsFirm in business
Are you Benjamin Walker Taggard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Trg Investment Advisors, LLCAug 2021 to now
- Richards, Inc.Aug 1998 to now
- Cambridge Investment Research Advisors, IncMay 2006 to Aug 2021
- Cambridge Investment Research, IncMay 2006 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (VT).
Trg Investment Advisors, LLC
$167.1MAssets managed
241Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3107547
- Firm CRD
- 315629