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Terry Nager, CFP®
Southern Capital Services, Inc. Registered Investment Advisor

Tel: (251) 626-1140
29000 US Hwy 98
Daphne, AL 36526

Freedom and peace of mind to pursue your passions

Southern Capital Services, Inc. Registered Investment Advisor | Financial Advisor in Daphne ,AL

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
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   AL, CA, FL, LA, TX, MS, GA
Number of Years with Current Firm:   34
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Mutual Funds
I can meet clients in the following ways:   At my office


Compliance

Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


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%



Faqs

  • What services do you provide? What are your specialties? We specialize in portfolio management.
  • What is your experience? How many clients do you currently manage? Of our three advisers, Terry has over 40 years of experience, Wendy has 30, and Eric has nearly 20. We currently manage over 300 clients.
  • What financial institution(s) do you represent? We are an independent Registered Investment Advisory firm headquartered in Daphne, Alabama. Our custodian for client accounts is TD Ameritrade.
  • How do you charge for your services? Our fee is a percentage of assets under management.
  • Why should I choose you as my financial advisor? We do not believe that one size fits all as an investment approach and we take a team approach in that our clients have access to all our advisers.
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Terry Nager, CFP®

Terry Nager, CFP®

CLU®, CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM