New Southern Advisory Services

New Southern Advisory Services (CRD# 158724) is a financial advisory firm headquartered in Germantown, TN. They manage $37,073,360 in 68 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $545,196
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, TN, TX

Financial Advisors at New Southern Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Ivan J. Rodriguez
CRD#: 1884770
1922 Exeter Road, Suite 15, Germantown, TN 38138
58
Wealthminder
score

Ivan Rodriguez (CRD# 1884770) is an Investment Advisor Representative working at New Southern Advisory Services in Germantown, TN and has over 29 years of experience in the finance industry.

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