About Southern Trust Wealth Management
Southern Trust Wealth Managment is committed to helping you pursue your long-term financial
goals. We can help you answer the questions you may have about your financial future, such as:
Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?
Am I making the right decisions to minimize my taxes?
See Disclosures
General Information
Firm Start Year
1923
CRD#
5280057
Firm CRD#
46947
Insurance License#
469113
Name of Broker/Dealer
Silveroak Securities LLC
Name of Custodial Firm
Schwab, TD Ameritrade, Fidelity
Years of Experience in Financial Services
20
Work with the following types of clients
Businesses, Businesses, Individual Investors
Advisory Services Provided
Legal Advice and Services, Financial Planning for Individuals, Investment Advice & Management, Financial Planning, Wealth Management
Firm Information
Advisor's Number of Clients
134
Compensation and Fees
Compensation Methods
Flat Fee, Hourly, Based on Assets
Education
B.A with minor in finance -
Clemson university
-
MBA -
LSU
-
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886574/financialplanners-Southern-Trust-Wealth-Management-detailed-disclosure.html