Southward Financial Services, LLC
Southward Financial Services, LLC (CRD# 119849) is a financial advisory firm headquartered in , . They manage $19,100,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Southward Financial Services, LLC
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts40ACCOUNTS
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Average Account Value$477,500
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Southward Financial Services, LLC
1
Roger Southward (CRD# 4539336) is an Investment Advisor Representative working at Southward Financial Services, LLC in Pickerington, OH and has 1 year of experience in the finance industry.
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