TW
Taylor B. West
HIBERNIA WEALTH PARTNERS
Baton Rouge, LA 70806
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CRD#: 6730901
TW
Professional summary
Taylor Blaine West, who also goes by Taylor West, is a registered financial advisor currently at HIBERNIA WEALTH PARTNERS, LLC located in Baton Rouge, Louisiana and LPL FINANCIAL LLC located in Lafayette, Louisiana.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Taylor has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor West
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) 03/01/2018 - Hibernia Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2018 - 160 hr/mth 2) 09/12/2022 - Hibernia Wealth Management - Invested Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid -IAR - Start Date - 08/01/2022 - 173 Hours Per Month/173 Hours During Securities Trading 3) 2/24/2023 - Hibernia Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/18/2023 - 173 Hours Per Month/173 Hours During Securities Trading - I provide investment advisory services through Hibernia Wealth Partners, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 173 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Blaine West'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
July 29, 2022 - Present
HIBERNIA WEALTH PARTNERS, LLC
Office #1: 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806RIA
CRD#: 319509
Baton Rouge, LA
Current
March 2, 2018 - Present
LPL FINANCIAL LLC
Office #1: 1720 Kaliste Saloom Rd Ste B10, Lafayette, LA 70508Office #2: 6700 Jefferson Hwy Building 4, Suite B, Baton Rouge, LA 70806RIA
BD
CRD#: 6413
Lafayette, LA
Past
June 11, 2019 - August 4, 2022
STRATOS WEALTH PARTNERS, LTD
RIA
CRD#: 153184
BATON ROUGE, LA
Past
July 7, 2017 - November 20, 2017
EDWARD JONES
RIA
CRD#: 250
MANDEVILLE, LA
Past
March 7, 2017 - November 20, 2017
EDWARD JONES
BD
CRD#: 250
MANDEVILLE, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
Registered Investment Advisory firm - (5/5/2022 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/28/2025)
IAR
Alabama(11/3/2025)
RR
Louisiana(3/2/2018)
IAR
Louisiana(7/29/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
Registered Investment Advisory firm - (5/5/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
Mailing Address
Phone number
(225) 778-7972
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,146 |
| AUM (Assets Under Management) | $ 346,617,660 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HIBERNIA WEALTH PARTNERS, LLC
CRD#: 319509Baton Rouge, LA 70806TRUST BUT VERIFY
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