Terry Nager

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About Terry Nager

Terry is the longest serving Certified Financial Planner^™ (CFP^®) in the Mobile, Alabama area, earning that designation in 1980. He founded Southern Capital Services, Inc. in 1982. In 1990 he gave up his brokerage licenses to become a fee-only adviser and he has specialized in portfolio management ever since.

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General Information

Firm Start Year

1982

No. of Employees

CRD#

344567

Firm CRD#

105582

Name of Custodial Firm

TD Ameritrade

States Licensed in

AL, CA, FL, LA, TX, MS, GA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Fee % Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816345/paladinregistry-Southern-Capital-Services,-Inc.-Registered-Investment-Advisor-detailed-disclosure.html

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Paladin Research Report For:

Southern Capital Services, Inc. Registered Investment Advisor