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Raymond Edward Bolin

Southland Equity Partners, LLC

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About Raymond Edward Bolin

Raymond Bolin is a financial advisor in North Ridgeville, OH. Raymond has been in the financial industry for over 20 years and currently is an Investment Advisor Representative at Southland Equity Partners, LLC. Raymond has Series 6 and SIE licenses and is registered in Ohio. Raymond has experience with investment management and provides financial planning, selection of other advisors, and consulting services. Raymond has worked with individuals and high-net-worth clients.

Firm Information

Raymond Bolin 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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Raymond Bolin’s Registration & Firm History

OH

02/03/2021 - Present

Southland Equity Partners, LLC (NORTH RIDGEVILLE OH)

OH

04/30/2002 - 12/31/2022

FSC SECURITIES CORPORATION (NORTH RIDGEVILLE OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Edward Bolin.
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