Southland Equity Partners, LLC

Southland Equity Partners, LLC (CRD# 154481) is a financial advisory firm headquartered in , . They manage $129,071,682 in 941 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    941
    ACCOUNTS
  • Average Account Value
    $137,164
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Southland Equity Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Alan W. Shall
CRD#: 1926314
3465 S. Arlington Rd, Suite A, Akron, OH 44312
96
Wealthminder
score

Alan Shall (CRD# 1926314) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Akron, OH and has over 29 years of experience in the finance industry. Alan Shall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert B. Wood
CRD#: 1404735
9 Golf Street, Asheville, NC 28801
96
Wealthminder
score

Robert Wood (CRD# 1404735) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Asheville, NC and has over 32 years of experience in the finance industry. Robert Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John B. Bradshaw
CRD#: 1378938
229 West Main St, Frankfort, KY 40601
90
Wealthminder
score

John Bradshaw (CRD# 1378938) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Frankfort, KY and has over 3 years of experience in the finance industry.

4
Jonathan H. Bodwell
CRD#: 4715199
311 South Raleigh St, Martinsburg, WV 25401
81
Wealthminder
score

Jonathan Bodwell (CRD# 4715199) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Martinsburg, WV and has over 14 years of experience in the finance industry.

5
Christopher A. Salyer
CRD#: 4146685
Abingdon, VA
81
Wealthminder
score

Christopher Salyer (CRD# 4146685) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Abingdon, VA and has over 17 years of experience in the finance industry.

6
Eric Taylor
CRD#: 3236873
3620 Walden Drive, Suite 201, Lexington, KY 40517
68
Wealthminder
score

Eric Taylor (CRD# 3236873) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Lexington, KY and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.