Southern Financial Group, LLC

Southern Financial Group, LLC (CRD# 142644) is a financial advisory firm headquartered in Birmingham, AL. They manage $415,200,202 in 1,779 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    415
    MILLION
  • Total Number of Accounts
    1,779
    ACCOUNTS
  • Average Account Value
    $233,390
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, LA, NC, TN, TX

Financial Advisors at Southern Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher T. Holder
CRD#: 2444532
Two Perimeter Park South, Suite 250 East, Birmingham, AL 35243
96
Wealthminder
score

Christopher Holder (CRD# 2444532) is an Investment Advisor Representative working at Southern Financial Group, LLC in Birmingham, AL and has over 22 years of experience in the finance industry. Christopher Holder 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
David F. Painter
CRD#: 2440620
Two Perimeter Park South, Suite 250 East, Birmingham, AL 35243
96
Wealthminder
score

David Painter (CRD# 2440620) is an Investment Advisor Representative working at Southern Financial Group, LLC in Birmingham, AL and has over 22 years of experience in the finance industry. David Painter 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.

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