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David Franklin Painter

SOUTHERN FINANCIAL GROUP, LLC·BIRMINGHAM, Alabama
SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOCFPPFSClean record20 years registeredSOUTHERN FINANCIAL GROUP, LLC
700 CORPORATE PARKWAY, BIRMINGHAM, AL 35242CRD# 2440620Firm CRD# 142644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Franklin Painter · BIRMINGHAM, AL
Registration
CRD #2440620 · SOUTHERN FINANCIAL GROUP, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

SOUTHERN FINANCIAL GROUP, LLC
Feb 2007 – present
MONEY MANAGEMENT SERVICES INC
Jan 2006 – Apr 2007
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 99TO
Registration record
First registered · January 26, 2006
Years registered · 20
Professional designations · CFP, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTHERN FINANCIAL GROUP, LLC
CRD 142644 · SEC 801-67489
AUM
$855M
Regulatory assets under management
Employees
8
2,409 client accounts
Services offered by SOUTHERN FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOUTHERN FINANCIAL GROUP, LLC →
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Frequently Asked Questions

What services does David Franklin Painter offer?
David Franklin Painter specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are David Franklin Painter's credentials?
David Franklin Painter holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Franklin Painter located?
David Franklin Painter is based in BIRMINGHAM, Alabama, working with SOUTHERN FINANCIAL GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does David Franklin Painter charge for services?
David Franklin Painter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN FINANCIAL GROUP, LLC?
SOUTHERN FINANCIAL GROUP, LLC has approximately 8 employees and manages $855M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BIRMINGHAM, AL
CFPPFS

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