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Southland provides successful investment advisors and RIAs across the United States a turnkey plug and play investment and services platform to provide for growth in building their firm, their brand, their client’s net worth, and their bottom line. Southland Equity Partners, LLC is an SEC Registered Investment Advisor. Disclosures
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Why Southland - Southland Equity Partners | Your Choice for...
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Services - Southland Equity Partners | Your Choice for...
- Why Southland
Southland provides successful investment advisors and RIAs across the United States a turnkey plug and play investment and services platform to provide for growth in building their firm, their brand, their client’s net worth, and their bottom line. Southland Equity Partners, LLC is an SEC Registered Investment Advisor. Disclosures
Southland provides successful investment advisors and RIAs across the United States a turnkey plug and play investment and services platform to provide for growth in building their firm, their brand, their client’s net worth, and their bottom line. Southland Equity Partners, LLC is an SEC Registered Investment Advisor. Disclosures
Southland Equity Partners, LLC provides investment advisory services. The Company offers investment, asset and portfolio management, and financial planning services. Company profile page...
Southland Equity Partners LLC has $356.23 million in total holdings as of March 31, 2024. Southland Equity Partners LLC owns shares of 215 different stocks, but just 54 companies or ETFs make up 80% of its holdings. Approximately 6.87% of the portfolio was purchased this quarter. About 0.69% of the portfolio was sold this quarter.
Southland Equity Partners, LLC (CRD# 154481) is a financial advisory firm headquartered in Charlottesville, VA. They manage $636,443,384 in 2,714 accounts and serve the financial needs of clients across 14 states (or territories). Current Firm Details. Po Box 7323, Charlottesville, VA 22906. http://www.westernreservecm.com. By the Numbers.
Mar 11, 2020 · southland equity partners, llc. ( CRD # 154481/SEC#:801-71977 ) Show All 16 BODWELL FINANCIAL, WESTERN RESERVE CAPITAL MANAGEMENT, WEALTH STRATEGIES, LLC, TCP WEALTH MANAGEMENT, SOUTHLAND EQUITY PARTNERS, LLC.…
