Alan Russell Crosby
Investment adviser representative at Southland Equity Partners, LLC.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$891.5MFirm assets
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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
13 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Southland Equity Partners, LLC.Jul 2018 to now
- Fsc SecuritiesAug 2013 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5748777
- Firm CRD
- 154481