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FIRM PROFILE
Overview
FIRST SOUTHERN, LLC is located at 2 Tabonuco Street, Suite 200, Guaynabo, PR 00968-1772 and was first established at Florida, Puerto Rico in 02/24/2016. After operating for 9 years, FIRST SOUTHERN, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FIRST SOUTHERN, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FIRST SOUTHERN, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FIRST SOUTHERN, LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FIRST SOUTHERN, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FIRST SOUTHERN, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FIRST SOUTHERN, LLC Comes From
Understanding the Statistics for FIRST SOUTHERN, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2 Tabonuco Street, Suite 200, Guaynabo, PR 00968-1772
2 Tabonuco Street, Suite 200, Guaynabo, PR 00968-1772
Small
(770) 777-9373
Puerto Rico since 02/24/2016
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BENT, INC. | SHAREHOLDER | ||
| HEEHAW INC. | SHAREHOLDER | ||
| VSPR, INC. | SHAREHOLDER | ||
| PAGAN MARXUACH, RAFAEL ANTONIO | OWNER | 2863850 | |
| HAWK, WILLIAM HEATH | PRESIDENT/CEO/MANAGING MEMBER | 2494928 | |
| JACKELS, STEPHANIE KANE | FINOP/PFO | 5928877 | |
| JONES, SHARON DOSTER | CHIEF COMPLIANCE OFFICER | 3124470 | |
| SFYRIS, VASILEIOS ALEXIOS | MANAGING MEMBER/POO | 4026992 |
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Advisor's working at FIRST SOUTHERN, LLC
German Ramirezdearellano
Manuel Alfonso Gonzalez Hinds
Brandon Warres
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