Advisory South

Q: What is Advisory South's official website?

Advisory South's official website is www.advisorysouth.com

Q: What is Advisory South's Revenue?

Advisory South's revenue is <$5 Million

Q: How many employees does Advisory South have?

Advisory South has 1-10 employees

Q: What industry does Advisory South belong to?

Advisory South is in the industry of: Finance , Securities Trading

Q: What is Advisory South competition?

Advisory South top competitors include: Cadence Financial Management , Port Advisors , Wealth Advisory Services , Reynolds Wealth Management

Q: What technology does Advisory South use?

Some of the popular technologies that Advisory South uses are: Drupal, Barracuda Networks, Microsoft 365, Google Tag Manager

Q: How do I contact Advisory South?

Advisory South contact info: Phone number: (334) 699-1381 Website: www.advisorysouth.com

Q: What does Advisory South do?

AdvisorySouth is an independent financial services firm specializing in investment management, retirement plan consulting, and financial and estate planning services. With a mission to build and preserve wealth, they aim to guide individual and business clients towards a secure financial future. The firm prides itself on loyalty and trust, offering... customized strategies tailored to clients' needs. Operating in multiple locations across Metro Atlanta, Coastal Georgia, and Alabama, AdvisorySouth combines small-town service with the resources of larger organizations. Read More

Q: Is Advisory South a public company?

Advisory South is private company therefore does not currently have an official ticker symbol

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

203 Jamestown Blvd Ste 1, Dothan, Alabam...

Phone Number

(334) 699-1381

Website

www.advisorysouth.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Advisory South

AdvisorySouth is an independent financial services firm specializing in investment management, retirement plan consulting, and financial and estate planning services. With a mission to build and preserve wealth, they aim to guide individual and business clients towards a secure financial future. The firm prides itself on loyalty and trust, offering customized strategies tailored to clients' needs. Operating in multiple locations across Metro Atlanta, Coastal Georgia, and Alabama, AdvisorySouth combines small-town service with the resources of larger organizations.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Advisory South Org Chart

Phone

Kc Godwin

Client Relationship Manager

Phone

Athena Luczak

Office Manager

Phone

Athena Bennett

Office Manager

Phone

Rachael Carter

Manager, Office Operations

Phone

Kathy Wentzler

Manager, Client Services

Phone

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Jennifer Skurpski

Finance Associate

Phone

Joshua Ketchie

Principal and Certified Financial Planner CFP

Phone

Steven Self

Insurance Advisor

Phone

Steven Johnson

Financial Advisor

Phone

Isabella Williams

Financial Advisor

Phone

Kristen Mantovani

Paraplanner

Phone

Daniel Taylor

Certified Financial Cfp Planner

Phone

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Frequently Asked Questions Regarding Advisory South

What is Advisory South's official website?

Advisory South's official website is www.advisorysouth.com

What is Advisory South's Revenue?

Advisory South's revenue is <$5 Million

What is Advisory South's SIC code?

Advisory South's SIC: 62,628

What is Advisory South's NAICS code?

Advisory South's NAICS: 52,523

How many employees does Advisory South have?

Advisory South has 1-10 employees

What industry does Advisory South belong to?

Advisory South is in the industry of: Finance, Securities Trading

What is Advisory South competition?

Advisory South top competitors include: Cadence Financial Management, Port Advisors, Wealth Advisory Services, Reynolds Wealth Management

What technology does Advisory South use?

Some of the popular technologies that Advisory South uses are: Drupal, Barracuda Networks, Microsoft 365, Google Tag Manager

How do I contact Advisory South?

Advisory South contact info: Phone number: (334) 699-1381 Website: www.advisorysouth.com

What does Advisory South do?

What are Advisory South social media links?

Advisory South Linkedin page

Is Advisory South a public company?

Advisory South is private company therefore does not currently have an official ticker symbol

See more information about Advisory South

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