Advisor at New Southern Advisory Services
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Firm
New Southern Advisory Services
Location
Germantown, TN 38138-2949
Credentials
Series 63, Series 66
Industry experience
15 years
Ivan Rodriguez is the sole advisor at New Southern Advisory Services in Germantown, Tennessee, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2004. Outside of finance, Rodriguez is active as a screenplay writer and singer/songwriter. New Southern Advisory Services is an independent registered investment adviser that provides fee-based, custom portfolio management to individuals and institutional clients, including banks, trusts, estates, charitable organizations, and corporations. The firm uses a strategic asset-allocation approach with primarily non-discretionary portfolio decisions tailored to each client’s objectives and risk tolerance.
Ranges from 1.50% to 0.50% per annum depending on account size, complexity, and client relationship; negotiable
Account minimum: $500,000 Fee-only: Fee-based investment advisory services with no commissions or asset-based sales charges.
1922 Exeter Road, Suite 15
Germantown, TN 38138-2949
Arkansas · Tennessee · Texas
New Southern Advisory Services, LLC
2011 - Present (15 years)
SELF EMPLOYED
2006 - Present (20 years)
SELF EMPLOYED
2004 - Present (22 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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