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Eric Taylor

Southland Equity Partners, LLC.
24 Years of Experience
Lexington, KY
1 DisclosureSells Insurance
View SEC Summary
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Eric Taylor is a registered investment advisor at Southland Equity Partners, LLC., based in Lexington, KY, with 24 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,766 clients with $890M in assets under management.

Southland Equity Partners, LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,766 clients
Average Client Portfolio
$505K average
Assets Under Management
$891.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Southland Equity Partners charges a fee for managing investment portfolios based on a percentage of the total assets under management, billed quarterly in advance. Clients can choose between a breakpoint schedule or a tiered fee schedule, with annual rates not exceeding 2.25%. Asset-based fees are calculated using the market value of assets at the end of the previous quarter.

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Location

3620 Walden Drive, Suite 201, Lexington, KY, 40517

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2008
View Full SEC ReportHow to Read Disclosures
Other 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.
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Fsc Securities Corporation
October 2008 - January 2017 · 8 yrs 3 mos
Fsc Securities CorporationBroker
June 2008 - January 2017 · 8 yrs 7 mos
Fifth Third Securities, INC.Broker
March 2006 - June 2008 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
July 2005 - March 2006 · 8 mos
Banc One Securities CorporationBroker
March 2003 - July 2005 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
September 1999 - July 2000 · 10 mos
Ids Life Insurance CompanyBroker
September 1999 - July 2000 · 10 mos
State Registrations1 state
KY
Advisor

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.

Exams
No exam information available for this advisor.
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