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).
Total Assets Under Management37MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$545,196
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, TN, TX
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.