James
Sexton
Southland Equity Partners, LLC
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About this Advisor
James Sexton is a certified financial planner based out of Hudson, Ohio who has 12 years of industry experience. Sexton is an advisor for Southland Equity Partners, LLC. During their career, the advisor has held roles at Fsc Securities Corporation and Southland Equity Partners. Sexton holds a Series 63 license, which qualifies them as a securities representative, and can operate in Ohio. Southland Equity Partners, LLC is a business operating in Hudson, Ohio. The firm has offices in 15 locations and a total of 21 financial advisors. It has $505 million in total assets across its 2,482 customer accounts, making it one of the larger firms in the country by assets under management. Southland Equity Partners, LLC has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely are based on the type of financial services provided. However, fees charged by Southland Equity Partners, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southland Equity Partners, LLC Brokerage Details
$505,105,176
21
2,482
$203,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Sexton Work History
James has been registered as a financial advisor for 12 years.*
Southland Equity Partners
Fsc Securities Corporation
*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 James Sexton 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
Hudson, OH
Lexington, KY
Makawao, HI
North Ridgeville, OH
Abingdon, VA
Earlysville, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
