Samuel
Borland
Equity Investment Corp
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About this Advisor
Samuel Borland is a financial advisor based in Boynton Beach, Florida, working with Equity Investment Corp. Samuel has previously held positions at Sentinel Financial Services Company, Jfb Holdings Corp, Foreside Funds Distributors LLC, and Equity Investment Corporation. Samuel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Samuel is part of Equity Investment Corp, which operates out of Boynton Beach, Florida. The firm has 25 employees and manages assets totaling $2.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Equity Investment Corp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Investment Corp Brokerage Details
$2,654,330,988
25
5,241
$506,455
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Samuel Borland Work History
Equity Investment Corporation
Foreside Funds Distributors LLC
Sentinel Financial Services Company
Jfb Holdings Corp
Disclosures
Please visit the SEC profile of Samuel Borland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equity Investment Corp
Atlanta, GA
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Atlanta, GA
Atlanta, GA
Villanova, PA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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