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Allen Nance

SOUTHERN EQUITY ADVISORS LLC·ST. THOMAS, Virgin Islands
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5093 DRONNINGEN'S GADE, ST. THOMAS, VI 00802CRD# 7818243Firm CRD# 330821
01

About

Allen Nance is a registered financial advisor based in ST. THOMAS, Virgin Islands, affiliated with SOUTHERN EQUITY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SOUTHERN EQUITY ADVISORS LLC
SOUTHERN EQUITY ADVISORS LLC
AUM
$389M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SOUTHERN EQUITY ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7818243
Firm CRD# 330821
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allen Nance offer?
Allen Nance specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. THOMAS, Virgin Islands for a consultation.
What are Allen Nance's credentials?
Allen Nance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Nance located?
Allen Nance is based in ST. THOMAS, Virgin Islands, working with SOUTHERN EQUITY ADVISORS LLC. Their office serves clients in the ST. THOMAS metropolitan area and surrounding communities.
How does Allen Nance charge for services?
Allen Nance's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN EQUITY ADVISORS LLC?
SOUTHERN EQUITY ADVISORS LLC has approximately 2 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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