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David Erle Lindsey

SOUTHERN CAPITAL SERVICES, INC.·DAPHNE, Alabama
Series 6, Series 7, Series 63Clean record35 years registeredSOUTHERN 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. · 35 years registered
Brand Profile
Not yet started
01

Career History

May 1991present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · May 8, 1991
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTHERN CAPITAL SERVICES, INC.
CRD 105582 · SEC 801-111685
AUM
$158M
Regulatory assets under management
Employees
11
709 client accounts
Services offered by SOUTHERN CAPITAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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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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