Eric Taylor
Eric Taylor is a registered investment advisor at Southland Equity Partners, LLC., based in Lexington, KY, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,696 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southland Equity Partners offers investment management services on a fee-only basis. The fee is based on the market value of your investments at the end of the previous quarter. The fee may be paid by direct withdrawal from your account or by check or credit card. Transaction fees may be included in your advisory fee, or paid separately by you or Southland Equity Partners. You will also pay internal fees charged by mutual funds or exchange traded funds.
Location
3620 Walden Drive, Suite 201, Lexington, KY, 40517
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2008Other Business ActivitiesSells Insurance
Eric provides life, health, and long-term care insurance coverage to clients through his sole proprietorship, spending a few hours per week. He also works full-time as an employee of Cornerstone Wealth Management and spends about a quarter of his time as an Investment Advisor at Southland Equity Partners, LLC.
Employment History
Current Registrations
Southland Equity Partners, LLC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.