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Eric Taylor

Southland Equity Partners, LLC

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About Eric Taylor

Eric Taylor is a financial professional with over 15 years of experience in the financial services industry. Eric is currently registered with Southland Equity Partners, LLC in Lexington, Kentucky. Eric has held previous positions with FSC Securities Corporation, Fifth Third Securities, Inc., Chase Investment Services Corp., Banc One Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Eric is a licensed investment advisor and holds Series 6, 7, 63 and 65 securities licenses. In addition to his investment advisory services, Eric also provides life, health and long term care insurance.

Firm Information

Eric Taylor is currently registered with Southland Equity Partners, LLC. Southland Equity Partners, LLC is an investment advisor based in , with approximately $636,443,384 in regulatory assets under management. The firm provides portfolio management for individuals and other advisory services including financial planning, consulting services, and selection of other advisors. The firm has a total of 2714 accounts, including 2611 discretionary accounts. The firm primarily serves individuals other than high-net-worth individuals, with 2709 clients and $564,125,438 in assets under management, and high-net-worth individuals, with 8 clients and $72,317,946 in assets under management.

$636.44M

Assets Under Management

12

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Taylor’s Registration & Firm History

KY

01/23/2024 - Present

Southland Equity Partners, LLC (Lexington KY)

KY

06/11/2008 - 01/03/2017

FSC SECURITIES CORPORATION (LEXINGTON KY)

KY

03/03/2006 - 06/16/2008

FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)

IL

07/06/2005 - 03/03/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

03/17/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

09/22/1999 - 07/14/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/22/1999 - 07/14/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/10/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Eric Taylor. Review regulatory record here.
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