Advisor at Southland Equity Partners, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Southland Equity Partners, LLC.
Location
Makawao, HI
Credentials
Series 63, Series 65
Industry experience
27 years
Brian Thomas is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Southland Equity Partners since 2014 and also maintains a long-term affiliation with FSC Securities Corporation. In addition to his advisory roles, Thomas owns Fair Winds Wealth Management, where he manages client accounts. Southland Equity Partners, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.
Based on Southland Equity Partners, LLC.
Financial planning fixed fees range from $500 to $10,000 per project; retirement plan consulting fixed fees range from $500 to $100,000
Commissions may be earned by advisory representatives acting as registered representatives or insurance agents in connection with securities or insurance product sales; commissions for retirement plan consulting services range from 20 to 150 bps of plan assets
Financial planning hourly fees range from $50 to $300 per hour; retirement plan consulting hourly fees range from $50 to $300 per hour
Account minimum: $50,000 Fee-only: Advisory fees based on assets under management, billed quarterly in advance; negotiable financial planning fees including asset-based fees up to 2.25%
Makawao, HI
Hawaii
Southland Equity Partners
2014 - Present (12 years)
Fsc Securities Corporation
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 63, Series 66
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Series 63, Series 65
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The Rice Partnership, LLC
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Spectrum Asset Management Inc
Series 66
Kahului, HI
Buck Wealth Strategies, LLC
Series 63, Series 65
Wailuku, HI
Southland Equity Partners, LLC.
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