Southeast Asset Advisors Inc.

Southeast Asset Advisors Inc. (CRD# 107588) is a financial advisory firm headquartered in Thomasville, GA. They manage $2,037,796,930 in 940 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,038
    MILLION
  • Total Number of Accounts
    940
    ACCOUNTS
  • Average Account Value
    $2,167,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AL, FL, GA, SC, TN, TX

Financial Advisors at Southeast Asset Advisors Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Frank J. Mercer
CRD#: 2855225
2630 Centennial Place, Tallahassee, FL 32308
96
Wealthminder
score

Frank Mercer (CRD# 2855225) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Tallahassee, FL and has over 21 years of experience in the finance industry. Frank Mercer 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.

2
Charles B. Jackson
CRD#: 2843067
314 Gordon Avenue, Thomasville, GA 31792
93
Wealthminder
score

Charles Jackson (CRD# 2843067) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Thomasville, GA and has over 21 years of experience in the finance industry.

3
Bernard N. Lanigan
CRD#: 2942282
314 Gordon Avenue, Thomasville, GA 31792
93
Wealthminder
score

Bernard Lanigan (CRD# 2942282) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Thomasville, GA and has over 20 years of experience in the finance industry.

4
Thomas M. Leland
CRD#: 2305002
2401 Old Shell Rd, Ste C, Mobile, AL 36607
93
Wealthminder
score

Thomas Leland (CRD# 2305002) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Mobile, AL and has over 25 years of experience in the finance industry.

5
Robert M. Milberg
CRD#: 2925584
314 Gordon Avenue, Thomasville, GA 31792
93
Wealthminder
score

Robert Milberg (CRD# 2925584) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Thomasville, GA and has over 20 years of experience in the finance industry.

6
Mark C. Saussy
CRD#: 4520380
314 Gordon Avenue, Thomasville, GA 31792
93
Wealthminder
score

Mark Saussy (CRD# 4520380) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Thomasville, GA and has over 16 years of experience in the finance industry.

7
Edward G. Johnson
CRD#: 6571597
63 Broad St, Charleston, SC 29401
89
Wealthminder
score

Edward Johnson (CRD# 6571597) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Charleston, SC and has over 2 years of experience in the finance industry.

8
David M. Fletcher
CRD#: 4645681
2630 Centennial Place, Tallahassee, FL 32308
87
Wealthminder
score

David Fletcher (CRD# 4645681) is an Investment Advisor Representative working at Southeast Asset Advisors Inc. in Tallahassee, FL and has 1 year of experience in the finance industry.

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