Betsy Sullivan, financial advisor Santa Rosa Beach FL

Betsy Sullivan

CRD Number: 1249320
Current Firm: Southland Equity Partners, LLC

Betsy Sullivan (CRD# 1249320) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Santa Rosa Beach, FL and has 1 year of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Osaic Wealth, Inc. Santa Rosa Beach, FL Nov 2023 - Current < 1
Betsy A Sullivan, Inc. Mill Valley, CA May 1997 - Current 26
Fsc Securities Corporation San Francisco, CA May 1994 - Nov 2023 29

Betsy Sullivan has no recent exams reported.
Contact Info for Betsy A. Sullivan
Phone Number: 770.998.5879
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    505
    MILLIONS
  • Total Number of Accounts
    2,482
    ACCOUNTS
  • Average Account Value
    $203,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, HI, ID, KY, MO, NC, NY, OH, TN, VA, WI, WV

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