Wendy Louise Nelson bailey
Investment adviser representative at Southern Capital Services Inc
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$192.5MFirm assets
Are you Wendy Louise Nelson bailey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Southern Capital Services IncNov 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Southern Capital Services Inc
Legal name: Southern Capital Services, Inc.
$192.5MAssets managed
394Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1985291
- Firm CRD
- 105582