Samuel Borland (CRD# 4384372) is an Investment Advisor Representative working at Equity Investment Corp in Boynton Beach, FL and has over 22 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Investment Corporation | Boynton Beach, FL | Sep 2016 - Current | 7 |
Foreside Funds Distributors LLC | Boynton Beach, FL | May 2015 - Current | 8 |
Sentinel Financial Services Company | Montpelier, VT | Jul 2010 - Current | 13 |
Jfb Holdings Corp | Boynton Beach, FL | May 2015 - Oct 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2001 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- GA
- TX
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Total Assets Under Management2,654MILLIONS
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Total Number of Accounts5,241ACCOUNTS
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Average Account Value$506,455
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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