Claim Profile
WB

Wendy Louise Nelson Bailey

SOUTHERN CAPITAL SERVICES, INC.·DAPHNE, Alabama
Unclaimed Profile
29000 US HWY 98, DAPHNE, AL 36526CRD# 1985291Firm CRD# 105582
01

About

Wendy Louise Nelson Bailey 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1985291
Firm CRD# 105582
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DAPHNE?

Browse all registered financial advisors in DAPHNE, Alabama or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Wendy Louise Nelson Bailey offer?
Wendy Louise Nelson Bailey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DAPHNE, Alabama for a consultation.
What are Wendy Louise Nelson Bailey's credentials?
Wendy Louise Nelson Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Louise Nelson Bailey located?
Wendy Louise Nelson Bailey 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 Wendy Louise Nelson Bailey charge for services?
Wendy Louise Nelson Bailey'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty