Charles Lee Johnson
Investment adviser representative at Southern Capital Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$636.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Southern Capital Advisors, LLCMar 2018 to now
- Mutual SecuritiesMar 2018 to Dec 2018
- Bank of America, N.A.Dec 2009 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2007 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Southern Capital Advisors, LLC
$636.9MAssets managed
817Clients
6Advisers
8 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
- 4624837
- Firm CRD
- 292275