Samuel
Borland
Equity Investment Corp
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About this Advisor
Samuel Borland is a financial advisor operating in Boynton Beach, Florida who has 7 years of industry experience. Borland is on the advisory team at Equity Investment Corp. Throughout their career, they have worked at Sentinel Financial Services Company, Jfb Holdings Corp, Equity Investment Corporation and Foreside Funds Distributors LLC. Borland has Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Georgia and Texas. Equity Investment Corp is an advisory company headquartered in Atlanta, GA. It handles $2 billion in assets among its 4,478 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 63 charities and foundations. Of its 4,478 customer accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. Equity Investment Corp has a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advisory services vary depending on the type of services offered. However, fee types billed by Equity Investment Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Investment Corp Brokerage Details
$2,267,840,363
25
4,478
$506,440
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
Samuel has been registered as a financial advisor for 7 years.*
Equity Investment Corporation
Foreside Funds Distributors LLC
Sentinel Financial Services Company
Jfb Holdings Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Atlanta, GA
Atlanta, GA
Villanova, PA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Boynton Beach, FL
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