Joseph Lawrence Taunt

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1997 → Present
  Taunt Family Foundation
  Grand Rapids, MI
• 02/2000 → 12/2024
  Regal Financial Group Llc
  Grand Rapids, MI
• 11/2001 → 12/2024
  Regal Investment Advisors
  Kentwood, MI
• 10/2009 → 12/2024
  Regulus, Llc
  Kentwood, MI
• 12/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2007-05-10 → 2024-12-23
  Regal Investment Advisors Llc
  Kentwood, MI
• 2010-02-16 → 2012-10-19
  American Portfolios Advisors, Inc
• 2010-02-02 → 2010-02-17
  Osaic Services, Inc.
  Williamsburg, MI
  Tell City, IN
  Birmingham, MI
  East Lansing, MI
  Kentwood, MI
  Port Huron, MI
  Portage, MI
  Johnstown, PA

Other Businesses

1) JOSEPH LAWRENCE TAUNT, 2561 Maplewood Dr SE, Grand Rapids MI 49506, 12/2024, INSURANCE SALES, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO, 5 HR/MO TRADING 2) TREASURER MUSKEGON YACHT CLUB, 3198 Edgewater, Muskegon MI 4944, 12/2024, TREASURER, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 40 HR/MO, 10 HR/MO TRADING 3) J/35 CLASS ASSOCIATION, 2561 Maplewood Drive SE, Grand Rapids MI 49506, 12/2024, Board Member, Sport/Fitness/Gaming, NIR, 10 HR/MO, 5 HR/MO TRADING 4) LAKE MICHIGAN SAIL RACING FEDERATION (LMSRF), 1245 W. Gull Lake Dr., Richland MI 49083, 12/2024, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 10 HR/MO, 5 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 12/2024 6) LUTHERAN FINANCIAL SERVICES INC., 15190 Wright Rd., Grand Ledge, MI 48837, 12/2024, Investment Advisor Representative, DBA Name, INV REL, 0 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-07
• S63 Uniform Securities Agent State Law Examination
  1983-01-07

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Larry Taunt
• Larry J Lawrence