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Find Top Financial Advisors in Daphne, Alabama

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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.

Finding the Top Financial Advisor in Daphne, Alabama
Last Updated - 28-Jan-2023

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

Information on Qualified Financial Advisors in Daphne

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.

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.


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

    List of Additional Advisors in Daphne, Alabama*

    * 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?