LT
Louis C. Taylor
TWM WEALTH MANAGEMENT CORP
West Linn, OR 97068
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CRD#: 3059966
LT
Professional summary
Louis Charles Taylor, who also goes by Louis Taylor, is a registered financial advisor currently at TWM WEALTH MANAGEMENT CORP located in West Linn, Oregon.
Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Louis has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Louis Taylor
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) VOYAGE VENTURE, LLC. START DATE 04/2013. OWNER/MANAGING PARTNER, 2 HRS/MO (VERY LITTLE DURING TRADING), WE LOOK TO BUY OWNERSHIP IN COMPANIES THAT NEED SEED FUNDING AND VARIOUS OTHER INVESTMENT OPPORTUNITIES. I HAVE SEVERAL COMPANIES OWNED UNDER THE BRAND. MY ROLE AS MANAGING PARTNER IS TO EVALUATE THE DEALS PRESENTED. (2) START DATE 2/2018 I DEVOTE 2 HRS/MO (NONE DURING TRADING) AS OWNER/MANAGING PARTNER OF VENTRIQ, LLC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE MANUFACTURING AND SELLING OF TOPICAL PAIN OINTMENT. (3) VVRX PHARMACY BILLING SOLUTIONS, LLC. START DATE 11/2016. OWNER/MANAGING PARTNER. 32 HRS. MO DURING NON-TRADING HRS. WE ARE A BILLING AGENT FOR PHYSICIAN'S CLINICS ACROSS THE COUNTRY. WE RECEIVE DISPENSING SCRIPTS FROM WRITING PHYSICIANS THROUGH OUR BILLING SOFTWARE AND PROCESS THE CLAIMS TO INSURANCE CARRIERS IN THE WORKERS COMP, PERSONAL INJURY AND NO-FAULT MARKETPLACE. (4) START DATE 11/2018 I DEVOTE 2 HRS/MO (NONE DURING TRADING) AS OWNER OF BACKBONE LLC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE MANAGING AND CONSULTING ON ALL OF MY LLCS . (5) TAYLOR WEALTH MANAGEMENT/TWM WEALTH MANAGEMENT, DBA FOR SECURITIES BUSINESS. -----BUSINESS ADDRESS FOR ALL OF ABOVE SAME AS BRANCH (6) Chair of the West Linn and Wilsonville School Board. Duties include oversight of the Board and Policies for the school district by managing the only employee, the Superintendent. This is a volunteer role with has no compensation. Louis devotes 10 hours (4 during trading hours). This is not an investment related activity.
CRS (Client Relationship Summary) - RIA
Click below to view Louis Charles Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 30, 2022 - Present
TWM WEALTH MANAGEMENT CORP
Office #1: 1969 Willamette Falls Drive Suite 230, West Linn, OR 97068RIA
CRD#: 321103
West Linn, OR
Past
July 7, 2004 - August 17, 2022
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
WEST LINN, OR
Past
June 10, 1998 - July 9, 2004
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/17/2023)
IAR
Oregon(9/30/2022)
IAR
Texas(3/29/2023)
IAR
Washington(5/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
TWM WEALTH MANAGEMENT CORP
TAYLOR WEALTH MANAGEMENT | TWM WEALTH MANAGEMENT, CORP. | TWM WEALTH MANAGEMENT, CORP | TWM WEALTH MANAGEMENT CORP. | TWM WEALTH MANAGEMENT CORP
CRD#: 321103 / SEC#:
California
Registered Investment Advisory firm - (8/17/2023 Approved)Oregon
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (3/27/2023 Conditional Restricted)Washington
Registered Investment Advisory firm - (5/29/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1969 Willamette Falls Drive Suite 230, West Linn, OR 97068
Mailing Address
Phone number
(503) 387-3560
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 485 |
| AUM (Assets Under Management) | $ 74,115,090 |
Red Flags
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