Taylor P. Sohns
Investment adviser representative at Lifegoal Investments, LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$558MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Lifegoal Lending LLCOct 2024 to now
- Lifegoal Investments, LLC Fka Lifegoal Wealth Advisors LLCJul 2023 to now
- Lifegoal Investments, LLCSep 2021 to now
- Forever Young Springs, LLCJul 2017 to now
- Franklin TempletonSep 2020 to Aug 2021
- Legg MasonMay 2019 to Aug 2020
- Lord AbbetApr 2018 to Apr 2019
- Legg MasonOct 2010 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 3 states (LA, NY, TX).
Lifegoal Investments, LLC
$558MAssets managed
336Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5665289
- Firm CRD
- 327833