New Southern Advisory Services

New Southern Advisory Services (CRD# 158724) is a financial advisory firm headquartered in Germantown, TN. They manage $32,460,000 in 54 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1922 Exeter Road, Suite 15, Germantown, TN 38138
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $601,111
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
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 Rodriguez, financial advisor Germantown TN
Ivan J. Rodriguez
CRD#: 1884770
1922 Exeter Road, Suite 15, Germantown, TN 38138

Ivan Rodriguez (CRD# 1884770) is an Investment Advisor Representative working at New Southern Advisory Services in Germantown, TN and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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