Advisory South

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

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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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
Advisory South's Social MediaPopular SearchesAdvisory SouthAdvisorySouthAdvisorysouth LLCAdvisory Services CorpAdvisory GroupSIC Code 62,628NAICS Code 52,523Show more

Advisory South Org Chart

PhoneEmail
KG
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Client Relationship Manager

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AB
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Office Manager

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AL
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Office Manager

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RC
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Manager, Office Operations

PhoneEmail
KW
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Manager, Client Services

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JS
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Finance Associate

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JK
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Principal and Certified Financial Planner CFP

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IW
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Financial Advisor

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DT
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Certified Financial Cfp Planner

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KM
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Paraplanner

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SJ
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Financial Advisor

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SS
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Insurance Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisory South

<$5M
1-10
Private
-
2015
KG
Kc GodwinClient Relationship Manager
<$5M
11-50
Private
-
2019
JS
Jerry SnidermanManaging Partner
<$5M
11-50
Private
<$5M
1994
FW
Fredric WilliamsManaging Director
<$5M
1-10
Private
-
2003
ES
Elizabeth SantucciAdministrative Assistant
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Advisory South is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advisory South is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advisory South.

Advisory South Tech Stack

A closer look at the technologies used by Advisory South

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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?

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

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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