Southland Equity Partners, LLC. logo

Southland Equity Partners, LLC.

Updated today

Client assets under management

$891,474,518

Clients

1,766

2% high-net-worth

Advisors

22

of 22 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

80

High

Average account size

$504,799

About

Southland Equity Partners advises individuals (including high‑net‑worth clients), pension/profit‑sharing plans, and businesses, providing financial planning, direct asset management, selection of unaffiliated portfolio managers, and retirement plan consulting. As of December 31, 2025 the firm reported $891,474,518 in discretionary assets under management across 2,754 advisor‑managed accounts.

The firm combines fundamental and technical analysis to build customized portfolios implemented on discretionary or non‑discretionary mandates, with model portfolios, options, margin and periodic rebalancing used as appropriate; clients may impose reasonable investment restrictions. Southland manages accounts directly on a fee basis and also recommends third‑party managers, conducts at least annual reviews, and offers billing flexibility (including breakpoint or tiered schedules and an option to show administrative/platform fees as a separate debit).

Notable features in the brochure include common ownership with Service First Brokerage, an independent insurance marketing agency, and that many advisory representatives are registered through Osaic Wealth and may receive insurance or transaction‑based compensation, which the firm discloses as a potential conflict of interest. The firm also requires written ERISA acceptance before servicing plan assets, uses Pershing and Fidelity institutional custody programs for execution and back‑office services, and does not accept proxy voting for client securities.

Client services

Financial planning Portfolio management Selection of other advisers Consulting services

Expertise

Wealth management General tax planning

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees range from $500 to $10,000 per project; retirement plan consulting fixed fees range from $500 to $100,000

Commissions

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

Project-based

Financial planning hourly fees range from $50 to $300 per hour; retirement plan consulting hourly fees range from $50 to $300 per hour

Other

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%

Main office location

Southland Equity Partners, LLC.

Po Box 7323

Charlottesville VA 22906, United States

Number of offices

18

Most active in

California · Florida · Hawaii · Kentucky · Louisiana · Missouri · New York · North Carolina · Ohio · Tennessee · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

June C

Series 63, Series 66

New York, NY

Southland Equity Partners, LLC.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Wealth management General tax planning
user avatar

Richard R

Series 66

Windsor, CA

Southland Equity Partners, LLC.

Richard Rebello is a financial advisor with Southland Equity Partners, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at OSAIC since 2023 and has been affiliated with GRP Wealth Strategies Group and Fsc Securities since 2006. Rebello serves as a board member of St. Rose Catholic School, overseeing its profit and loss. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage predominantly discretionary portfolios and evaluates third-party managers regularly.

Wealth management General tax planning
user avatar

Christopher S

Series 63, Series 65

Abingdon, VA

Southland Equity Partners, LLC.

Christopher Salyer is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advising, he is managing partner of South Holston Ventures, LLC, and maintains an active law license while not practicing actively. He also participates in the Association of Financial Educators, providing free financial education to various organizations. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Wealth management General tax planning
user avatar

Eric T

Series 63, Series 65

Lexington, KY

Southland Equity Partners, LLC.

Eric Taylor is an investment advisor with Southland Equity Partners, LLC, based in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at FSC Securities Corporation since 2008. Outside of his advisory role, he provides life, health, and long-term care insurance coverage through a sole proprietorship and is involved with Cornerstone Wealth Management. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to manage customized, primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Wealth management General tax planning
user avatar

Peter K

Series 63, Series 65

Wildwood, MO

Southland Equity Partners, LLC.

Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.

Wealth management General tax planning
user avatar

Thomas E

Series 63

West Chester, OH

Southland Equity Partners, LLC.

Thomas Ebner is a financial advisor at Southland Equity Partners, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining Osaic Wealth, Inc. and Southland Equity Partners. In addition to his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and oversees third-party portfolio managers with regular reviews.

Wealth management General tax planning
user avatar

Alan C

CFP®, Series 66

Modesto, CA

Southland Equity Partners, LLC.

Alan Crosby is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Southland Equity Partners, LLC and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of his advisory role, he is a member of Brave Cycling Company LLC, which designs and sells premium cycling apparel and accessories. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mainly discretionary portfolios.

Wealth management General tax planning
user avatar

Dennis J

Series 66

Grover Beach, CA

Southland Equity Partners, LLC.

Dennis Jackson is a financial advisor at Southland Equity Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., FSC Securities Corporation, and has operated D&J Jackson & Associates, Inc. since 2003. Outside of financial advising, he teaches massage therapy and compassionate communication and is a fine art photographer. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers financial planning, direct asset management, and retirement plan consulting, using a combination of fundamental and technical analysis to manage mostly discretionary portfolios.

Wealth management General tax planning
user avatar

Rick H

CFP®, Series 63

Pioneer, CA

Southland Equity Partners, LLC.

Rick Healy is a CFP® with 43 years of industry experience, currently serving at Southland Equity Partners, LLC since 2024. He previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Healy is co-president of the Amador Flyfishers club, a local community organization. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Wealth management General tax planning
user avatar

Robert W

CFP®, Series 63

Asheville, NC

Southland Equity Partners, LLC.

Robert Wood is a CFP® with 39 years of industry experience, currently serving at Southland Equity Partners, LLC since 2016. He also maintains a role with FSC Securities Corporation since 2009. Wood is involved in an investment advisory and portfolio management business outside of his primary firm. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, discretionary and non-discretionary asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios and manages the majority of accounts on a discretionary basis.

Wealth management General tax planning
user avatar

Brian T

Series 63, Series 65

Makawao, HI

Southland Equity Partners, LLC.

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.

Wealth management General tax planning
user avatar

Erich C

ChFC®, Series 63

Lexington, KY

Southland Equity Partners, LLC.

Erich Castillo is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Southland Equity Partners, LLC since 2014. He also operates Cornerstone Wealth Management, providing insurance, Medicare/Medicaid planning, social security planning, and personal debt and mortgage consulting. Castillo is involved in community activities as the head lacrosse coach at Douglass High School and serves on the board of The Well of Lexington, a nonprofit supporting women affected by sex trafficking. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to manage customized portfolios, primarily on a discretionary basis, and works with unaffiliated portfolio managers and institutional custodians.

Wealth management General tax planning
user avatar

Larry G

Series 63, Series 66

Glendora, CA

Southland Equity Partners, LLC.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Wealth management General tax planning
user avatar

Eric A

Series 63, Series 65

Earlysville, VA

Southland Equity Partners, LLC.

Eric Antrobius is a financial advisor at Southland Equity Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and FSC Securities Corporation. He is also the owner of Service First Brokerage, where he oversees marketing and processing of various insurance and annuity products. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios, and maintains relationships with third-party portfolio managers and institutional custodians.

Wealth management General tax planning
user avatar

David C

Series 63, Series 65

Lexington, KY

Southland Equity Partners, LLC.

David Cunningham is a financial advisor with Southland Equity Partners, LLC in Lexington, KY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 13 years at FSC Securities Corporation prior to joining Southland Equity Partners in 2020. He also provides operational support and administrative assistance at Cornerstone Wealth Management, a DBA for Castillo and Associates, LLC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to manage primarily discretionary accounts and maintains relationships with institutional custodians for trade execution and reporting.

Wealth management General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

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")