RB
Raymond E. Bolin
SOUTHLAND EQUITY PARTNERS, LLC.
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.
The advisor shows no other business activity.
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)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 (12 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SOUTHLAND EQUITY PARTNERS, LLC.
CRD#: 154481North Ridgeville, OH 44039TRUST BUT VERIFY
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