New Southern Advisory Services
New Southern Advisory Services (CRD# 158724) is a financial advisory firm headquartered in Germantown, TN. They manage $34,748,162 in 66 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$526,487
- 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
Ivan Rodriguez (CRD# 1884770) is an Investment Advisor Representative working at New Southern Advisory Services in Germantown, TN and has over 27 years of experience in the finance industry.