Eric Taylor
Financial advisor at Southland Equity Partners, Llc. · Lexington, KY
Last updated 2026-10-10
Claim your profileEric Taylor is a financial advisor at Southland Equity Partners, Llc. in Lexington, KY, CRD 3236873. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2008-10-28.
Registration
- CRD number
- 3236873
- Registration status
- Active
- IAPD registration
- 2008-10-28
- Industry Experience
- 17 years
- Work Experience
- 18 years
- States registered
- KY
Licenses and exams
- Series 63
- Series 65
Work history
- 2008-06 to Present · Fsc Securities Corporation · Lexington, KY
Current employment
- Southland Equity Partners, Llc. · Wildwood, MO
Southland Equity Partners, Llc.
- Regulatory AUM
- $891,474,518
- Registered advisors
- 25
- Offices
- 21
- Clients per advisor
- 70.6 (Moderate)
- Average AUM per client
- $504.8K (Low)
- High-net-worth client ratio
- 2.0% (Low)
Southland Equity Partners, Llc.: advisors, services and reported ETF investments
About
Eric Taylor is a financial advisor at Southland Equity Partners, Llc. in Lexington, KY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 17 years of industry experience and 18 years of reported work history.
Southland Equity Partners, Llc.'s firm-level Form ADV reports 25 advisors across 21 offices; approximately 70.6 clients per advisor, average assets per client of $504,799, and regulatory AUM of $891.5M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $385.9M across 157 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Eric Taylor personally.
Reported ETF positions
Southland Equity Partners reports 157 ETF positions worth $385.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| PMAR — Innovator U.S. Equity Power Buffer ETF - March | $32.2M |
| FDL — First Trust Morningstar ETF | $27.3M |
| BOND — PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $24.9M |
| SCHD — Schwab US Dividend Equity ETF | $22.4M |
| QTEC — First Trust NASDAQ-100-Technology Sector Index Fund | $20.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Southland Equity Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $2.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $2.3M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $1.3M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | BILZ — PIMCO Ultra Short Government Active Exchange-Traded Fund | $3.7M | Top 99.2% | Replicability (R²) 36.7% · Residual Sharpe 0.78 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Southland Equity Partners, Llc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
3620 Walden Drive, Lexington, KY 40517
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 770.998.5879
- Website: longfinancialservices.com
Official record
Are you Eric Taylor?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.