Wendy Louise Nelson Bailey

Employer firm

Southern Capital Services Inc CRD 105582

$192M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Southern Capital Services Inc
  Daphne, AL

Previous Registrations

• 2007-11-06 → 2010-12-17
  Uvest Financial Services Group, Inc.
  Foley, AL
  Foley, AL
  Daphne, AL
• 2005-03-30 → 2006-06-07
  Morgan Stanley Dw Inc.
  Mobile, AL
• 2004-01-28 → 2004-07-26
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-07
• S63 Uniform Securities Agent State Law Examination
  1992-03-09

Designations

• Certified Financial Planner

Other Names

• Wendy Louise Nelson
• Wendy Nelson Hatch
• Wendy Nelson Bailey
• Wendy L. Nelson
• Wendy Nelson Bailey
• Wendy Louise Bailey