Southern Capital Services Inc

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

43 Years

in Business

(251) 626-1140Call Visit WebsiteVisit Website Map & DirectionsDirections29000 Us Highway 98 Ste B203Daphne, AL 36526 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Daphne with Investment Advisory Service

Spanish Fort (3 miles)
Malbis (6 miles)
Montrose (9 miles)
Pinto Island (11 miles)
Mobile (14 miles)
Fairhope (14 miles)

More Info

General Info

Registered Investment Advisor Since 1982. Terry E. Nager, CFP, CLU, ChFC David E. Lindsey, CFP Eric M. Nager, MBA Wendy Nelson Bailey, CFP

Extra Phones

Fax: (251) 626-3257

TollFree: (888) 438-6410

Payment method

debit, amex, discover, master card, visa

Location

Summit Office Bldg

AKA

Nelson Bailey Wendy

Nelson Bailey, Wendy, AGT

Other Links

http://www.southerncapitalservices.com

https://www.southerncapitalservices.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (251) 626-1140

Address: 29000 Us Highway 98 Ste B203, Daphne, AL 36526

Website: http://www.southerncapitalservices.com

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Southern Capital Services Inc

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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.

Investment Management
Ashleigh Donnelly is our newest team member exemplifying both a professional attitude and a passion to serve our clients. Her seven years of experience in administration, event management, project management and design, plus her leadership abilities allow her to bring to Southern Capital Services, Inc. exceptional experience beneficial for investment management.
Mutual Funds
Brokers are typically compensated by commission per transaction. They are paid a percentage up front for selling a stock, bond, mutual fund, CD or annuity. Of these, the largest commissions are often generated from the sale of annuities and illiquid limited partnerships that can pay as much as a 10% of your investment. Of course, the broker hopes that the investment performs well so there will be an opportunity to sell more products, but in any event, the broker is paid up front. The standard a broker must meet is called “suitability,” meaning any security sold must be suitable for the client to own, based on his or her goals and means. After that standard has been met, brokers are not required to disclose their compensation and they act in their employer’s best interest.
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Accounting Services
Morgan Dawson joined our team in 2021, coming aboard to assist in administration, event planning, and project management. With her fondness for hospitality and genuine attentiveness to our clients and their needs, Morgan has proven herself to be a valuable asset to our Southern Capital team. After graduating high school, Morgan moved from Alabama to Redding, California to attend Bethel School of Ministry, where she pursued classes in theology, and life-coaching. During her third year, Morgan applied for an internship where she was able to mentor several students; she accredits her versatile leadership skills and confidence to problem-solve efficiently, to this experience. After living in Redding for four years, she moved south where she worked in construction administration, team management, and bookkeeping. Finally, in 2020, Morgan decided to move home to Baldwin County to deepen her roots near family. When she isn’t in-office, Morgan’s favorite pastimes are reading a hardback book, cooking an elaborate meal for one, painting with watercolors in her journal, or spending time with the ones she loves.
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Michelle retired her financial planning career in 1988 when she decided to take time to raise and homeschool her children.
Retirement Planning
Retirement can be deeply rewarding — and maybe even a little bit better — when we look out for the landmines and we know how to avoid them. Whether you’re just getting started with retirement planning or it’s time to revisit the numbers, the truth is that it’s complicated and we don’t have to do it alone.
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This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2023 Advisor Websites.
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