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David Erle Lindsey

SOUTHERN CAPITAL SERVICES, INC.·DAPHNE, Alabama
Clean recordSOUTHERN CAPITAL SERVICES, INC.
29000 US HWY 98, DAPHNE, AL 36526CRD# 1269329Firm CRD# 105582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Erle Lindsey · DAPHNE, AL
Registration
CRD #1269329 · SOUTHERN CAPITAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Erle Lindsey is a registered financial advisor based in DAPHNE, Alabama, affiliated with SOUTHERN CAPITAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SOUTHERN CAPITAL SERVICES, INC.
SOUTHERN CAPITAL SERVICES INC
AUM
$158M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SOUTHERN CAPITAL SERVICES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1269329
Firm CRD# 105582
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Erle Lindsey offer?
David Erle Lindsey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DAPHNE, Alabama for a consultation.
What are David Erle Lindsey's credentials?
David Erle Lindsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Erle Lindsey located?
David Erle Lindsey is based in DAPHNE, Alabama, working with SOUTHERN CAPITAL SERVICES, INC.. Their office serves clients in the DAPHNE metropolitan area and surrounding communities.
How does David Erle Lindsey charge for services?
David Erle Lindsey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN CAPITAL SERVICES, INC.?
SOUTHERN CAPITAL SERVICES, INC. has approximately 11 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHERN CAPITAL SERVICES, INC.

Terry Edward Nager
DAPHNE, AL
Wendy Louise Nelson Bailey
DAPHNE, AL

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in AlabamaNational Fee Analysis
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