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Terry N

CFP®, ChFC®, Series 63

Daphne, AL

Southern Capital Services Inc

Terry Nager is a CFP® and ChFC® with 35 years of industry experience. He has been with Southern Capital Services Inc. since 1982. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional entities, providing discretionary portfolio management using written Investment Policy Statements and employing both fundamental and technical analysis.

Annuities Options & derivatives strategies
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Larry D

Series 65

Daphne, AL

Southern Capital Services Inc

Larry Dixon III is a financial advisor at Southern Capital Services Inc with a Series 65 credential and four years of industry experience. Prior to joining Southern Capital Services, he worked briefly at Coldsmith, Ryder, and Associates - Ameriprise Financial and has experience in music and technology ministry through his role as a Music/Tech Ministry Intern at Jubilee Baptist Church. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis and employs various strategies, including long-term investing, short-term trading, and covered options writing, with portfolios managed primarily on a discretionary basis.

Annuities Options & derivatives strategies
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Wendy N

CFP®, Series 63, Series 65

Daphne, AL

Southern Capital Services Inc

Wendy Nelson Bailey is a financial advisor at Southern Capital Services Inc with 19 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 registrations. Prior to joining Southern Capital Services in 2011, she worked at Uvest Financial Services Group, Morgan Stanley Dw Inc., and Vanguard Advisers. Southern Capital Services is a team advisory firm managing approximately $192 million in assets and serving individuals, high-net-worth clients, and various institutional accounts. The firm employs a combination of fundamental and technical analysis, offering discretionary portfolio management guided by written Investment Policy Statements.

Annuities Options & derivatives strategies
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Michelle H

CFP®

Fayetteville, TN

Southern Capital Services Inc

Michelle Hunt is a CFP® professional with eight years of industry experience. She has been with Southern Capital Services Inc since 2018 and is part of a five-advisor team based in Fayetteville, TN. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis and offers discretionary portfolio management guided by written Investment Policy Statements.

Annuities Options & derivatives strategies
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