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Taylor P. Sohns

Lifegoal Wealth Advisors LLC

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About Taylor P. Sohns

Taylor Sohns, a Certified Financial Planner®, is an active Investment Advisor Representative with Lifegoal Wealth Advisors LLC. Taylor is registered in New York and Texas. Prior to joining Lifegoal Wealth Advisors, Taylor has worked for a number of well-known financial firms including Franklin Distributors, LLC, Lord Abbett Distributor LLC, and Legg Mason Investor Services, LLC. Taylor has experience working with a variety of clients including individuals, corporations, charitable organizations, and high-net-worth individuals. Taylor's areas of expertise include financial planning, portfolio management, and selection of other advisors. Taylor offers a range of advisory services including hourly charges and a percentage of assets.

Firm Information

Taylor Sohns is currently registered with Lifegoal Wealth Advisors LLC. Lifegoal Wealth Advisors LLC is a financial advisory firm that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and other businesses. The firm has approximately $140 million in regulatory assets under management.

$140.00M

Assets Under Management

Not reported

Total Clients

3

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.

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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percentage of assets

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

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Taylor Sohns’s Registration & Firm History

NY

11/17/2023 - Present

Lifegoal Wealth Advisors LLC (SARATOGA SPRINGS NY)

CA

06/13/2019 - 08/11/2021

FRANKLIN DISTRIBUTORS, LLC (SAN MATEO CA)

NJ

06/07/2018 - 05/23/2019

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

CT

02/05/2011 - 05/11/2018

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 02/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor P. Sohns.
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