Jose Romeo Portillo
Investment adviser representative at Southland Equity Partners, LLC.
33 yearsExperience
1 stateRegistered in
$891.5MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Southland Equity Partners, LLC.Feb 2026 to now
- Anta Capital LLCDec 2025 to now
- Shiloh Advisors Inc.Aug 2025 to now
- R M Duncan Capital ManagementOct 2021 to now
- R.M. Duncan Securities, Inc.Oct 2020 to now
- Collectable Securities LLCJun 2025 to Nov 2025
- Glendale Builders' SuppliesFeb 2018 to Oct 2020
- R H Investment Corporation, Inc.Mar 1993 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Southland Equity Partners, LLC.
$891.5MAssets managed
1,766Clients
25Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2248799
- Firm CRD
- 154481