Taylor Love is a registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
710 Fillmore St Suite 300, Twin Falls, ID, 83301
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Regulatory History
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.
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Taylor operates Elevant Wealth as a DBA for their LPL business and Elevant Tax for tax preparation and accounting services. The tax business, started in 2024, requires about 10-20% of Taylor's time overall, but only a few hours per week during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
State Registrations11 states
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