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
Modesto, CA 95350
Credentials
CFP®, Series 63
Industry experience
40 years
Gregory Crosby is a CFP® with 40 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at FSC Securities Corporation for 36 years and was a principal at Crosby, Trevino & Associates, Inc. for 29 years. Crosby is also the owner of Crosby Capital Advisors, LLC, a non-investment related business. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a broad range of investment products and advisory programs.
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%
1101 Sylvan Ave, Suite B2
Modesto, CA 95350
California · Texas
OSAIC
2023 - Present (3 years)
Southland Equity Partners, LLC
2018 - Present (8 years)
FSC securities corporation
1987 - 2023 (36 years)
Crosby, Trevino & Associates, Inc.
1987 - 2016 (29 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.
CFP®, Series 63, Series 66
Modesto, CA
Luminary Financial Planning
Series 65
Modesto, CA
Blom & Howell Financial Planning, Inc.
Series 63, Series 65
Denair, CA
TechView Wealth Advisors LLC
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
CFP®, Series 66
Modesto, CA
Blom & Howell Financial Planning, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")