Southern Capital Services Inc
Southern Capital Services, Inc. is a financial advisory firm established in August 1982 by Terry E. Nager and David E. Lindsey. The firm offers Investment Supervisory Services tailored to individual client goals, risk tolerance, and time horizon. They primarily use fundamental and technical analysis for investment strategies, including long-term trading, short-term trading, and options writing. Clients are fiduciaries under ERISA and the Internal Revenue Code, ensuring advice is in their best interest. The firm charges a negotiable fee based on assets under management, with no minimum account size required. Clients have discretion over their investments, and the firm does not accept performance-based fees. The firm's team includes Wendy Louise Nelson Bailey, Eric M. Nager, David Erle Lindsey, Michelle Hunt, and Larry Edward Dixon III, who bring diverse educational backgrounds and professional designations such as CFP® and CRPS®. The team is committed to upholding ethical standards and providing quality financial advice to clients. Clients can contact Terry E. Nager and Wendy Nelson Bailey for supervision and guidance on their investments. For more detailed information, clients can refer to the SEC's website or contact the firm directly.
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].