Samuel
Borland

Equity Investment Corp

CRD#4384372
Investment Advisor
in Boynton Beach, FL

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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

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

4542 Gleneagles Drive
Boynton Beach, FL 33436

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Equity Investment Corp Brokerage Details

Total Assets Under Management

$2,654,330,988

FL Average: $3,570,121,308
Total Number of Employees

25

FL Average: 58
Total Number of Accounts

5,241

FL Average: 1,608
Average Account Size

$506,455

FL Average: $2,220,225

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

2016 - Present (8 years)

Equity Investment Corporation

2015 - Present (9 years)

Foreside Funds Distributors LLC

2010 - Present (14 years)

Sentinel Financial Services Company

2015 - 2016 (1 year)

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

Stephen Halley
Atlanta, GA
Allen White
Atlanta, GA
Robert Ladyman
Atlanta, GA
John Power
Atlanta, GA
Keith Telesca
Villanova, PA
Dennis Mckinney
Atlanta, GA
Matthew Keeter
Atlanta, GA
William Reynolds
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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