Taylor Massa (CRD# 7090299) is an Investment Advisor Representative working at Private Advisor Group, LLC in Saint Johns, MI and has over 4 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5739197
Mml Investors Services, LLC
CRD# 2257195
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | St. Johns, MI | Feb 2022 - Current | 2 |
| Lpl Financial, LLC | St. Johns, MI | Jan 2022 - Current | 2 |
| Wealth Strategies Financial Group | Southfield, MI | Mar 2019 - Jan 2022 | 2 |
| Securian Financial Services Inc. | St Paul, MN | Mar 2019 - Jan 2022 | 2 |
| Minnesota Life Insurance Co | St Paul, MN | Mar 2019 - Jan 2022 | 2 |
| Unemployed | Ann Arbor, MI | Oct 2018 - Mar 2019 | < 1 |
| Quicken Loans | Detroit, MI | Jan 2018 - Oct 2018 | < 1 |
| Power Home Remodeling | South Field, MI | Jun 2017 - Dec 2017 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- MI
-
Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
-
Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.