Brian
Thomas
Southland Equity Partners, LLC
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About this Advisor
Brian Thomas is a financial advisor based in Makawao, Hawaii, working with Southland Equity Partners, LLC. Brian has previously held positions at Fsc Securities Corporation and Southland Equity Partners. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Hawaii. Currently, Brian is part of Southland Equity Partners, LLC, which operates out of Makawao, Hawaii. The firm has 15 offices and 22 employees. The firm manages assets totaling $636.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Southland Equity Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Southland Equity Partners, LLC Brokerage Details
$636,443,384
22
2,714
$234,504
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brian Thomas Work History
Southland Equity Partners
Fsc Securities Corporation
Disclosures
Please visit the SEC profile of Brian Thomas 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 Southland Equity Partners, LLC
Asheville, NC
Lexington, KY
Spring Hill, FL
Lexington, KY
Lexington, KY
Makawao, HI
North Ridgeville, OH
Abingdon, VA
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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