Taylor
West
Hibernia Wealth Partners, LLC
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About this Advisor
Taylor West is a financial advisor operating in Baton Rouge, Louisiana who has 1 year of relevant experience. West is currently employed by Hibernia Wealth Partners, LLC. Over the course of their career, West has held roles at Edward Jones, Pinnacle Entertainment, Lpl Financial LLC and Stratos Wealth Partners, LTD. West holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana. Hibernia Wealth Partners, LLC is an advisory business that has its headquarters in Baton Rouge, LA. The investment advisory business has offices in five locations and a total of 11 advisors. It has $219 million in assets under management among its 864 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 864 customer accounts, just 11% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Hibernia Wealth Partners, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hibernia Wealth Partners, LLC Brokerage Details
$219,194,262
11
864
$253,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Taylor West Work History
Taylor has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD
Edward Jones
Pinnacle Entertainment
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Taylor West to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hibernia Wealth Partners, LLC
Allston, MA
Baton Rouge, LA
Edgewater, MD
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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