Alan Crosby has been an investment adviser representative at Southland Equity Partners since August 2018, and is not listed among the firm’s executive officers or direct owners.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
Alan Crosby’s longest registration was 10 years at FSC Securities Corporation (2013–2023). Before joining Southland Equity Partners in 2018, Alan Crosby was registered through FSC Securities Corporation and Lincoln Financial Advisors Corporation.
- Osaic Wealth, Inc.Also current– present · 2 yearsLivermore, CA · Adviser representative and broker · Firm CRD 23131
- – present · 8 yearsModesto, CA · Adviser representative · Firm CRD 154481
- FSC Securities Corporation– · 10 yearsModesto, CA · Adviser representative · Firm CRD 7461
- Lincoln Financial Advisors Corporation– · under a yearSan Ramon, CA · Adviser representative · Firm CRD 3978
- Kcpag Financial Advisors LLC– · 1 yearModesto, CA · Adviser representative · Firm CRD 117491
Investment adviser representative registrations
Alan Crosby is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2018; the most recent is Texas, in December 2025.
- CaliforniaSince 21 August 2018
- TexasResidentSince 3 November 2023
- TexasSince 9 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 August 2010 |
| Series 7 | General Securities Representative Examination | 17 March 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alan Russell Crosby
- CRD
- 5748777
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 1101 SYLVAN AVE SUITE B2, Modesto, CA 95350
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Alan Crosby work?
Alan Crosby is an investment adviser representative registered through Southland Equity Partners, LLC. since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Alan Crosby a financial advisor?
Yes. Alan Crosby has a current investment-adviser registration in California, Texas and Texas, through Southland Equity Partners since August 2018.
How many years of experience does Alan Crosby have?
Alan Crosby has 16 years in the financial industry, since July 2010, across 5 adviser firms.
What exams has Alan Crosby passed?
Alan Crosby has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2010. FINRA credited Alan Crosby with the SIE, which began in October 2018.
Where did Alan Crosby work before Southland Equity Partners?
Before Southland Equity Partners, Alan Crosby was registered through Lincoln Financial Advisors Corporation, September 2012 to July 2013; Kcpag Financial Advisors LLC, September 2010 to June 2012.
Where is Alan Crosby based?
Alan Crosby’s registered office is in Modesto, CA.
Is Alan Crosby registered with FINRA?
Yes. Alan Crosby has a current broker registration, under CRD 5748777.
Source: FINRA BrokerCheck
How can I verify Alan Crosby’s record?
Search CRD 5748777 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Alan Crosby’s full registration record.