Raymond Bolin

24 Years of Experience

North Ridgeville, OH

Sells Insurance

Raymond Bolin is a registered investment advisor at Southland Equity Partners, LLC., based in North Ridgeville, OH, with 24 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,766 clients with $890M in assets under management.

Southland Equity Partners, LLC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,766 clients

Average Client Portfolio

$505K average

Assets Under Management

$891.5M

Fee Structure

Minimum Investment:$50K

Investment management only (planning not offered)

Southland Equity Partners charges a fee for managing investment portfolios based on a percentage of the total assets under management, billed quarterly in advance. Clients can choose between a breakpoint schedule or a tiered fee schedule, with annual rates not exceeding 2.25%. Asset-based fees are calculated using the market value of assets at the end of the previous quarter.

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Location

37723 Center Ridge Road, North Ridgeville, OH, 44039

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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.

Other Business ActivitiesSells Insurance

Raymond is a loan officer taking about half of his time and provides life insurance to clients a few hours per week through American Premier Financial Services. He is also an investment advisor with Southland Equity Partners, dedicating nearly full-time hours, and owns Madison & Logan, LTD, a commercial real estate entity.

Employment History

Current Registrations

Southland Equity Partners, LLC.

February 2021 - Present · 5 yrs 8 mos

Previous Registrations

Fsc Securities Corporation

February 2007 - December 2022 · 15 yrs 10 mos

Fsc Securities CorporationBroker

April 2002 - December 2022 · 20 yrs 8 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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