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Eric M. Nager

SOUTHERN CAPITAL SERVICES
DEERFIELD, NH
Some features on this profile are disabled
CRD#: 4780140
EN

Professional summary


Eric Mccreary Nager, who also goes by Eric Mccreary Nager Mr., is a registered financial advisor currently at SOUTHERN CAPITAL SERVICES INC located in Deerfield, New Hampshire.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Eric has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eric Mccreary Nager Mr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Global USA Advisory Board; University of South Alabama;555 North University Blvd, Mobile, AL 36688;Description of the business : Work on getting more international students to the University.; Position Title : Member; Responsibilities Duties: Volunteer; Start date with business : 2018-02-27; Hours devoted to business during trading hours : 1; Hours devoted to business outside trading hours : 0; Percentage of total yearly compensation expected to be derived from the business : 0; 2) The First Church of Christ, Scientist; Senior Financial Analyst; investment related: No; Location: Alabama; Description of the business: church; Responsibilities Duties: work with client departments for Treasurer; Start date with business: 2021-05-02; Hours devoted to business during trading hours: 150; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; 3) Eric Nager is a senior financial analyst at The First Church of Christ, Scientist; Start Date with business: 2021; Description: Coordinate Budget for Client Departments; Compensation to be received: Yes; Hours devoted to business per week: 40. 4) Eric Nager is a Secretary at Plan for America; Start Date with business: 2016; Description: Minutes at board meetings and other correspondence; Compensation to be received: No; Hours devoted to business: 4. 5) Eric Nager is a Global USA Bd/adjunct faculty at University of South Albama; Start Date: 2018; Description: Advisory board for international programs and teach occasional class; Compensation to be received: No/Yes; Hours to be devoted to business: 1.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Mccreary Nager's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 2, 2013 - Present

SOUTHERN CAPITAL SERVICES INC

RIA
CRD#: 105582
DEERFIELD, NH

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SOUTHERN CAPITAL SERVICES INC
SOUTHERN CAPITAL SERVICES INC | SOUTHERN CAPITAL SERVICES, INC.

CRD#: 105582 / SEC#: 801-111685

RIA
Registered Investment Advisory firm - (9/15/2017 Approved)
Alabama
Registered Investment Advisory firm - (10/13/2017 Terminated)
California
Registered Investment Advisory firm - (10/19/2017 Terminated)
Florida
Registered Investment Advisory firm - (9/19/2017 Terminated)
Georgia
Registered Investment Advisory firm - (9/20/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (9/20/2017 Terminated)
Mississippi
Registered Investment Advisory firm - (9/21/2017 Terminated)
Texas
Registered Investment Advisory firm - (9/19/2017 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(10/1/2024)
IAR
Texas
(1/28/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/29/2013
Uniform Investment Adviser Law Examination

Current Firm


SC
SOUTHERN CAPITAL SERVICES INC
SOUTHERN CAPITAL SERVICES INC | SOUTHERN CAPITAL SERVICES, INC.

CRD#: 105582 / SEC#: 801-111685

RIA
Registered Investment Advisory firm - (9/15/2017 Approved)
Alabama
Registered Investment Advisory firm - (10/13/2017 Terminated)
California
Registered Investment Advisory firm - (10/19/2017 Terminated)
Florida
Registered Investment Advisory firm - (9/19/2017 Terminated)
Georgia
Registered Investment Advisory firm - (9/20/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (9/20/2017 Terminated)
Mississippi
Registered Investment Advisory firm - (9/21/2017 Terminated)
Texas
Registered Investment Advisory firm - (9/19/2017 Terminated)
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Contact information


Main Address
29000 Us Hwy 98 The Summit, Suite 203-b, Daphne, AL 36526
Mailing Address
Phone number
(251) 626-1140
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A + 2B (3/13/2025)

Regulatory assets under management


Total Number of Accounts711
AUM (Assets Under Management)$ 174,107,059

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOUTHERN CAPITAL SERVICES INC

CRD#: 105582Deerfield, NH

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