Alan Russell Crosby

Employer firm

Southland Equity Partners, LLC. CRD 154481

$891M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 11/2023
  Fsc Securities
  Modesto, CA
• 07/2018 → Present
  Southland Equity Partners, Llc
  Modesto, CA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Modesto, CA

Previous Registrations

• 2013-08-13 → 2023-11-03
  Fsc Securities Corporation
  Modesto, CA
• 2012-09-19 → 2013-07-25
  Osaic Fa, Inc.
  San Ramon, CA
• 2010-09-02 → 2012-06-13
  Kcpag Financial Advisors Llc
  Modesto, CA

Other Businesses

1. BRAVE CYCLING COMPANY LLC; POSITION: MEMBER; NATURE: LLC; INVESTMENT RELATED: NO; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 03/19/2015; ADDRESS: 726 LYON STREET, SAN FRANCISCO CA 94115; DESCRIPTION: DESIGNING AND SELLING PREMIUM CYCLING APPAREL, ACCESSORIES, AND RELATED GOODS. 2. SOUTHLAND EQUITY PARTNERS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/23/2018 ADDRESS: 1101 SYLVAN AVE STE B2, Modesto CA 95350, United States; DESCRIPTION: -Financial Advice & Planning; Investment Advice & Management 3. Crosby Capital Advisors LLC POSITION: Participant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2016 ADDRESS: 1101 Sylvan Ave, Modesto CA 95350 DESCRIPTION: Participant

Exams

• S66 Uniform Combined State Law Examination
  2010-08-04

Designations

• Certified Financial Planner

Other Names

• Alan Crosby