TW
TW

Taylor Blaine West

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
691 clients
Average Client Portfolio
$502K average
Assets Under Management
$346.6M

Fee Structure

Loading...

Location

6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Taylor operates Hibernia Wealth Management as a DBA for their LPL business and as a Registered Investment Advisor Hybrid. Taylor also provides investment advisory services through Hibernia Wealth Partners, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
July 2022 - Present · 3 yrs 7 mos
LPL Financial LLC
March 2018 - Present · 7 yrs 11 mos
LPL Financial LLCBroker
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Stratos Wealth Partners, LTD
June 2019 - August 2022 · 3 yrs 2 mos
Edward Jones
July 2017 - November 2017 · 4 mos
Edward JonesBroker
March 2017 - November 2017 · 8 mos
State Registrations2 states
ALLA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Taylor Blaine West - Financial Advisor | TrueAdvisor