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Michelle L. Best

SOUTHLAND EQUITY PARTNERS.
SPRING HILL, FL
Some features on this profile are disabled
CRD#: 4267798
MB

Professional summary

Michelle Linne Best, who also goes by Michelle Linne Best, Michelle Best, Michelle L Best-tait, Michelle Linne Best-tait, Michelle Linne Tait, is a registered financial advisor currently at SOUTHLAND EQUITY PARTNERS, LLC. located in Spring Hill, Florida and OSAIC WEALTH, INC. located in Wildwood, Missouri.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michelle has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Linne Best | Michelle Best | Michelle L Best-Tait | Michelle Linne Best-Tait | Michelle Linne Tait

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Charlotte, NC POSITION: Owner START DATE: 01/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 2. MICHELLE BEST POSITION: owner NATURE: Rental property in Charlotte NC. Managed by Sunnon Property Management in Charlotte NC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 14198 Prospect Street, Spring Hill FL 34609, United States DESCRIPTION: review emails from property manager. file tax return. 3. SOUTHLAND EQUITY PARTNERS LLC POSITION: Administrative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 05/20/2024 ADDRESS: 1443 West Hampton View Lane, Wildwood MO 63005, United States DESCRIPTION: Provide administrative support to our approved I-RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Linne Best's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 28, 2024 - Present

SOUTHLAND EQUITY PARTNERS, LLC.

RIA
CRD#: 154481
SPRING HILL, FL
Current

July 11, 2024 - Present

OSAIC WEALTH, INC.

RIA
BD
CRD#: 23131
Wildwood, MO
Past

February 3, 2021 - April 23, 2022

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Charlotte, NC
Past

February 2, 2021 - April 23, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC
Past

December 11, 2019 - January 5, 2021

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
ST. LOUIS, MO
Past

December 11, 2019 - January 5, 2021

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

BD
CRD#: 38357
ST. LOUIS, MO
Past

October 14, 2014 - October 8, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
Brentwood, MO
Past

October 8, 2014 - October 8, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Brentwood, MO
Past

September 18, 2008 - September 19, 2014

SCOTTRADE, INC.

BD
CRD#: 8206
CAPE GIRARDEAU, MO
Past

July 24, 2006 - August 5, 2008

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TAMPA, FL
Past

December 7, 2000 - August 5, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SE
SOUTHLAND EQUITY PARTNERS, LLC.
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT | BRIDGELIGHT CAPITAL

CRD#: 154481 / SEC#: 801-71977

RIA
Registered Investment Advisory firm - (11/17/2010 Approved)
Virginia
Registered Investment Advisory firm - (11/22/2010 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Florida
(5/28/2024)
RR
Florida
(7/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/21/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 8/5/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/14/2024
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/18/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SE
SOUTHLAND EQUITY PARTNERS, LLC.
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT | BRIDGELIGHT CAPITAL

CRD#: 154481 / SEC#: 801-71977

RIA
Registered Investment Advisory firm - (11/17/2010 Approved)
Virginia
Registered Investment Advisory firm - (11/22/2010 Terminated)
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Contact information

Main Address
Wildwood, MO
Mailing Address
Po Box 7323, Charlottesville, VA 22906
Phone number
(770) 998-5879
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,680
AUM (Assets Under Management)$ 785,307,417

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOUTHLAND EQUITY PARTNERS, LLC.

CRD#: 154481Spring Hill, FL

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