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SOUTHERN EQUITY ADVISORS LLC
SOUTHERN EQUITY ADVISORS LLC
ST. THOMAS, Virgin Islands
·
1 registered advisor
·
CRD# 330821
SEC# 801-130324
0
877-240-9233
01
Firm Overview
AUM
$389M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SOUTHERN EQUITY ADVISORS LLC
1 registered advisor
Allen Nance
ST. THOMAS, Virgin Islands
CRD# 7818243
05
Office Locations
ST. THOMAS, Virgin Islands
1 advisor
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Data sourced from SEC Form ADV filings. SOUTHERN EQUITY ADVISORS LLC (CRD# 330821) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.