Steven
South

Equitable Advisors, LLC

CRD#5108031
Investment Advisor
in Selma, AL

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About this Advisor

Steven South is a financial advisor operating in Selma, Alabama who has 2 years of industry experience. South works at Equitable Advisors, LLC. During their career, the advisor has held roles at First Cahawba Bank, Dipstop, Inc, Axa Advisors, LLC and Equitable Advisors, LLC. South maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Alabama. Equitable Advisors, LLC is a company based in New York, NY. It has offices in 885 locations and a total of 5,251 advisors. It administers $25 billion in assets under management across its 75,222 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth clients who have at least $1 million in investable assets. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the financial services provided. However, fee types billed by Equitable Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1003 Broad Street Suite A
Selma, AL 36701

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

AL Average: $7,464,549,021
Total Number of Employees

5,251

AL Average: 88
Total Number of Accounts

75,222

AL Average: 3,892
Average Account Size

$326,438

AL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Steven South Work History

Steven has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Axa Advisors, LLC

2018 - 2019 (1 year)

Dipstop, Inc

2013 - 2017 (4 years)

First Cahawba Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven South to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Sean Dambaugh
Mount Pleasant, SC
Alex Osmond
Golden, CO
Jennifer Farris
Trussville, AL
Matthew Chirico
Stamford, CT
Jeffrey Desmarais
Shelton, CT
Kyle Lynch
Dallas, TX
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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