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The Southern Financial Group

EST. AUM
$1,050,139,365

CONTACTS
1

CLIENT ACCOUNTS
2,597

Firm Details

Metro area Birmingham
CRD Number 142644
Website thesouthernfinancialgroup.com
Client types

Overview

Southern Financial Group is headquartered in Birmingham, AL and currently serves in 8 states: Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, Tennessee, Texas. A Registered Investment Advisor firm with an experienced staff of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists. Southern Financial Group LLC was recently recognized by a Business Alabama survey as a "Top Rank Financial Planning & Investment Advisory Firm".

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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