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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

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:   Businesses , Individual Investors , Non-Profit Organizations


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:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%


Terry Nager, CFP®

Terry Nager, CFP®

ChFC®, CLU®, CERTIFIED FINANCIAL PLANNER™ Certificant

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