Raymond Bolin
Raymond Bolin is a registered investment advisor at Southland Equity Partners, LLC., based in North Ridgeville, OH, with 23 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,696 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southland Equity Partners offers investment management services on a fee-only basis. The fee is based on the market value of your investments at the end of the previous quarter. The fee may be paid by direct withdrawal from your account or by check or credit card. Transaction fees may be included in your advisory fee, or paid separately by you or Southland Equity Partners. You will also pay internal fees charged by mutual funds or exchange traded funds.
Location
37723 Center Ridge Road, North Ridgeville, OH, 44039
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Regulatory History
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.
Learn about disclosures →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.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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