TrueAdvisor
TrueAdvisor
SB
SB

Samuel Hutchins Borland

Equity Investment CORP
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Equity Investment CORP
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
6,039 clients
Average Client Portfolio
$505K average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only

Location

4542 Gleneagles Drive, Boynton Beach, FL, 33436

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Samuel is a Senior Director at Equity Investment Corporation since 2015. This investment-related activity takes nearly full-time hours and occurs during trading hours.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 9 yrs 4 mos
Foreside Funds Distributors LLC
May 2015 - Present · 10 yrs 9 mos
Foreside Funds Distributors LLCBroker
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Jfb Holdings CORP
September 2015 - October 2017 · 2 yrs 1 mo
Sentinel Financial Services CompanyBroker
July 2010 - February 2014 · 3 yrs 7 mos
Managers Distributors, INC.Broker
April 2006 - July 2010 · 4 yrs 3 mos
Dws Scudder Distributors, INC.Broker
September 2001 - April 2006 · 4 yrs 7 mos
State Registrations5 states
CAFLGAPRTX
AdvisorBroker
Exams
No exam information available for this advisor.