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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Daphne
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
4
non-vetted advisors in your local area. These financial advisors in
Daphne, Alabama
have an average of
34
years of experience.
NOTE: The list of financial
advisors in
Daphne, Alabama
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Daphne, Alabama.
| Qualified Financial Advisors in Daphne, Alabama | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Terry Nager
CFP®, ChFC® SOUTHERN CAPITAL SERVICES, INC. REGISTERED INVESTMENT ADVISOR 29000 US Hwy 98, Daphne, AL 36526 |
34 | Not Specified | $100,000 | Fee-Only |
Qualifications
CRD# 344567
Firm CRD# 105582
Compensation/Fee Fee-Only
Office Location
29000 US Hwy 98,
Daphne,
AL
36526
Phone Number
251-626-1140
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.
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.
Top Financial Advisor Firms in Daphne, Alabama (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SOUTHERN CAPITAL SERVICES INC
29000 Us Hwy 98 , The Summit, Suite 203-B, Daphne, AL 36526 |
$176,693,052 | 706 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Edward Jones Inquire with Edward |
8760 County Road 64, Daphne, AL 36526 | 251-626-7701 |
| Edward Jones Inquire with Edward |
7096 Stone Dr, Suite B, Daphne, AL 36526 | 251-625-3045 |
| Edward Jones Inquire with Edward |
29000 U S Highway 98, Ste A-302, Daphne, AL 36526 | 251-621-9750 |
| Edward Jones Inquire with Edward |
1745 Main Street, Suite A, Daphne, AL 36526 | 251-626-7719 |
Grow your AUM with pre-qualified leads!
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