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Erich Andulan Castillo

Southland Equity Partners, LLC

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About Erich Andulan Castillo

Erich Andulan Castillo is an investment advisor representative at Southland Equity Partners, LLC in Lexington, KY. Erich has been in the financial services industry since 1997. Erich holds Series 7 and Series 63 licenses and the SIE exam. Erich is also a Chartered Financial Consultant. Erich provides investment advice and management for client accounts. Erich is also an independent insurance agent and is licensed to sell whole life insurance, fixed insurance, disability, and long-term care insurance.

Firm Information

Erich Castillo 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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Erich Castillo’s Registration & Firm History

KY

01/22/2024 - Present

Southland Equity Partners, LLC (LEXINGTON KY)

KY

12/06/2007 - 07/02/2020

FSC SECURITIES CORPORATION (LEXINGTON KY)

KY

05/04/2004 - 12/07/2007

ING FINANCIAL PARTNERS, INC. (LEXINGTON KY)

MN

09/08/1997 - 05/12/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/08/1997 - 05/12/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erich Andulan Castillo.
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