Terry Nager has been President of Southern Capital Services since August 1982, is a control person of the firm and directly owns between 50% and 75% of it. Terry Nager holds a Bachelor's degree in Business Administration from Principia College.
Southern Capital Services, Inc. is a Daphne, AL firm with $192M under management, 394 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Terry Nager is President of Southern Capital Services, Inc. He founded the firm as a Registered Investment Advisor firm in 1982, and he is a founding member and past president of the local chapter of the Financial Planning Association.
- – present · 35 yearsDaphne, AL · Adviser representative · Firm CRD 105582
Professional designations
Listed by Southern Capital Services
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter®
- Chartered Financial Consultant®
Investment adviser representative registrations
Terry Nager is registered as an investment adviser representative in 2 states. The first approvals date from May 1991; the most recent is Texas, in July 2012.
- AlabamaSince 8 May 1991
- TexasSince 20 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 1990 |
| Series 24 | General Securities Principal Examination | 26 August 1983 |
| Series 1 | Registered Representative Examination | 21 September 1974 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- Terry Edward Nager
- CRD
- 344567
- Firm
- Southern Capital Services · CRD 105582
- Role
- President
- Office
- THE SUMMIT, 203B, 29000 US HWY 98, Daphne, AL 36526
- Registration
- Investment adviser registration
- In the industry since
- May 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- southerncapitalservices.com
Where does Terry Nager work?
Terry Nager has been President of Southern Capital Services, Inc. since August 1982, and is a control person of the firm.
Is Terry Nager a financial advisor?
Yes. Terry Nager has a current investment-adviser registration in Alabama and Texas, through Southern Capital Services since May 1991.
How many years of experience does Terry Nager have?
Terry Nager has 35 years in the financial industry, since May 1991, across 1 adviser firm.
What exams has Terry Nager passed?
Terry Nager has passed 3 licensing exams: the Series 1, Series 24 and Series 63. The earliest, the Series 1, was passed in September 1974.
Where is Terry Nager based?
Terry Nager’s registered office is in Daphne, AL.
Is Terry Nager registered with FINRA?
No. Terry Nager has no current broker registration.
Is Terry Nager a CFP?
Southern Capital Services lists Terry Nager with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Terry Nager’s record?
Search CRD 344567 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Nager’s full registration record.
