RB
Raymond E. Bolin
SOUTHLAND EQUITY PARTNERS.
NORTH RIDGEVILLE, OH 44039
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CRD#: 4512517
RB
Professional summary
Raymond Edward Bolin is a registered financial advisor currently at SOUTHLAND EQUITY PARTNERS, LLC. located in North Ridgeville, Ohio.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Raymond has worked at 2 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. DBA AMERICAN PREMIER FINANCIAL SERVICES COMPANY FOR INVESTMENTS, LIFE AND HEALTH INSURANCE, AND MORTGAGES. 2. AMERICAN PREMIER MORTGAGE SERVICES,NOT INVESTMENT RELATED,37723 CENTER RIDGE ROAD NORTH RIDGEVILLE, OH 44039,LOAN OFFICER,START DATE :01-APR-2002, HOURS :80 SECURITY HOURS: 3, MATCH LOAN PROGRAM WITH BORROWER. 3. INSURANCE-AMERICAN PREMIER FINANCIAL SERVICES CO.,37723 CENTER RIDGE ROAD NORTH RIDGEVILLE, OH 44039,SOLE PROP.,START DATE :01-AUG-2003, HOURS :10, SECURITY HOURS: 1,PROVIDE LIFE INSURANCE TO CLIENTS WHEN NECESSARY. 4. AMERICAN PREMIER FINANCIAL SERVICES, 37723 CENTER RIDGE ROAD NORTH RIDGEVILLE, OH 44039, NOT INVESTMENT RELATED,POSITION :OWNER START DATE :01-AUG-2003, HOURS :0, SECURITY HOURS: 0,AMERICAN PREMIER FINANCIAL SERVICES IS A DBA USED TO MARKET SERVICES AND PAY EXPENSES ASSOCIATED WITH CORPORATION. 5. MADISON & LOGAN, LTD,37515 LAW ROAD GRAFTON, OH 44044,OWNER,START DATE :01-APR-2008, HOURS :0.5, SECURITY HOURS: 0, MADISON & LOGAN IS THE ENTITY THAT OWNS THE COMMERCIAL BUILDING LOCATED AT 37723 CENTER RIDGE ROAD NORTH RIDGEVILLE, OH 44039 AND LEASES OFFICE SPACE TO TENANTS IN THE BUILDING. 6. SOUTHLAND EQUITY PARTNERS POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/03/2021 ADDRESS: 37723 Center Ridge Rd, North Ridgeville OH 44039, United States DESCRIPTION: Investment Management
CRS (Client Relationship Summary) - RIA
Click below to view Raymond Edward Bolin's 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®
NoneExperience
Current
February 3, 2021 - Present
SOUTHLAND EQUITY PARTNERS, LLC.
Office #1: 37723 Center Ridge Road, North Ridgeville, OH 44039RIA
CRD#: 154481
NORTH RIDGEVILLE, OH
Past
February 5, 2007 - December 31, 2022
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
NORTH RIDGEVILLE, OH
Past
April 30, 2002 - December 31, 2022
FSC SECURITIES CORPORATION
BD
CRD#: 7461
NORTH RIDGEVILLE, OH
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.Highlighted states indicate IAR registrations
IAR
Ohio(2/3/2021)
Exams
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,680 |
| AUM (Assets Under Management) | $ 785,307,417 |
Red Flags
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Company Information
SOUTHLAND EQUITY PARTNERS, LLC.
CRD#: 154481North Ridgeville, OH 44039TRUST BUT VERIFY
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