Top financial advisors in Daphne, AL
We’ve curated a list of the best financial advisors in Daphne, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$150,858,855
Number of advisors
10 advisors
| $150,858,855 | 10 advisors | |
| 2 |
Assets under management
$102,374,422
Number of advisors
2 advisors
| $102,374,422 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Daphne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Daphne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$150,858,855 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)6th Street Advisors, LLC
6th Street Advisors, LLC is an investment advisory firm based in Daphne, Alabama, established in February 2011 by Darryl Wayne Bryant. The firm offers a range of services, including investment advisory services, financial planning, and retirement plan consulting. Clients have the option of discretionary and non-discretionary investment advisory services through managed account programs, with a focus on individual goals, risk tolerance, and time horizon. The firm utilizes fundamental analysis and long-term and short-term trading strategies in managing client assets. There is no minimum account size requirement, and fees are charged based on a percentage of assets under management. Financial planning fees can be charged hourly or as a fixed fee. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. 6th Street Advisors does not accept performance-based fees and acts in the best interest of clients, with no material disciplinary events reported. The firm does not have custody of client funds and utilizes independent custodians. Clients may grant investment discretion to the firm, and proxy voting for client securities is not conducted by 6th Street Advisors. The firm has not faced bankruptcy petitions in the last ten years and maintains financial conditions to meet contractual commitments to clients.
$102,374,422 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Daphne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Daphne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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