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Terry Nager, CFP®

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526
(251) 6261140

Freedom and peace of mind to pursue your passions

About Southern Capital Services, Inc. Registered Investment Advisor

When we take on a client we feel that his/her best interests must be placed above all else and that he/she should be given the personal attention and the highest standard of excellence in service that we can give. This commitment is extended to every client regardless of whether it is our largest or smallest account. We strive to provide our clients with the quality money management that we would seek for ourselves based upon integrity and competence as well as service.

General Information

Firm Start Year

1982

No.of Employees

5-9

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

34

Number of Years with Current Firm

34

I work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Services

Investment Types

Mutual Funds

I can meet clients in the following ways

At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%