Terry Nager, financial advisor Daphne AL

Terry Nager

CRD Number: 344567
Current Firm: Southern Capital Services Inc.

Terry Nager (CRD# 344567) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 33 years of experience in the finance industry. Terry Nager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Richard Alexander, financial advisor Daphne AL
Richard T. Alexander
CRD# 5798808
Eagle Strategies LLC
Similar Advisors
Horace Allen, financial advisor Daphne AL
Horace R. Allen
CRD# 1012439
Cadaret Grant & Co Inc.
Similar Advisors
Kent Amos, financial advisor Daphne AL
Kent E. Amos
CRD# 1420455
Kovack Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Southern Capital Services, Inc. Daphne, AL Aug 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
Contact Info for Terry E. Nager
Phone Number: 251-626-1140
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    725
    ACCOUNTS
  • Average Account Value
    $209,470
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, CA, FL, GA, LA, MS, NH, TN, TX

Ready to hire a financial advisor? Get competitive proposals from Terry Nager and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.