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Betsy Ann Sullivan

Southland Equity Partners, LLC

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About Betsy Ann Sullivan

Betsy Sullivan is a registered investment advisor representative with Southland Equity Partners, LLC. Betsy has been in the financial services industry for over 30 years and holds Series 6, 7, 22, and SIE licenses. Prior to joining Southland Equity Partners, LLC, Betsy worked for OSAIC WEALTH, INC., FSC SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and NYLIFE SECURITIES INC. Betsy is also the President of Betsy A. Sullivan, Inc. where she provides life, health and advisability insurance.

Firm Information

Betsy Sullivan is currently registered with Southland Equity Partners, LLC. Southland Equity Partners, LLC is an investment advisor based in , with approximately $636,443,384 in regulatory assets under management. The firm provides portfolio management for individuals and other advisory services including financial planning, consulting services, and selection of other advisors. The firm has a total of 2714 accounts, including 2611 discretionary accounts. The firm primarily serves individuals other than high-net-worth individuals, with 2709 clients and $564,125,438 in assets under management, and high-net-worth individuals, with 8 clients and $72,317,946 in assets under management.

$636.44M

Assets Under Management

12

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Betsy Sullivan’s Registration & Firm History

FL

03/30/2016 - Present

Southland Equity Partners, LLC (Santa Rosa Beach FL)

FL

11/03/2023 - 12/31/2023

OSAIC WEALTH, INC. (SANTA ROSA BEACH FL)

FL

06/07/1994 - 11/03/2023

FSC SECURITIES CORPORATION (SANTA ROSA BEACH FL)

MN

05/28/1992 - 06/09/1994

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/28/1992 - 06/09/1994

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

05/30/1984 - 08/17/1992

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1992

Series 7 - General Securities Representative Examination

BC

Issued 07/20/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/25/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Betsy Ann Sullivan.
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