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Eric T
Series 63, Series 65
Lexington, KY
Southland Equity Partners, LLC.
Eric Taylor is an investment advisor with Southland Equity Partners, LLC, based in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at FSC Securities Corporation since 2008. Outside of his advisory role, he provides life, health, and long-term care insurance coverage through a sole proprietorship and is involved with Cornerstone Wealth Management. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to manage customized, primarily discretionary portfolios and evaluates third-party managers for specific asset classes.
Erich C
ChFC®, Series 63
Lexington, KY
Southland Equity Partners, LLC.
Erich Castillo is a ChFC®-designated advisor with 29 years of industry experience, currently serving at Southland Equity Partners, LLC since 2014. He also has a long-standing association with FSC Securities Corporation dating back to 2007. Outside of his advisory roles, Castillo is the head lacrosse coach at Douglass High School and serves on the board of The Well of Lexington, a nonprofit supporting women impacted by sex trafficking. Southland Equity Partners advises individuals, pension/profit-sharing plans, and businesses with financial planning, asset management, and retirement consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios and offers clients flexible investment and billing options.
David C
Series 63, Series 65
Lexington, KY
Southland Equity Partners, LLC.
David Cunningham is a financial advisor at Southland Equity Partners, LLC in Lexington, KY, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 13 years before joining Southland Equity Partners in 2020. Cunningham provides operational support in connection with Cornerstone Wealth Management, a DBA related to Castillo and Associates, LLC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, third-party portfolio manager selection, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to build customized portfolios and manages nearly $900 million in discretionary assets.
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