Sunbelt Securities

Sunbelt Securities, Inc. operates as both a registered investment advisor and a broker-dealer, offering personalized investment management and financial planning through its network of investment advisor representatives. Through its flagship wrap fee program, Sunbelt Securities manages client portfolios on a discretionary basis, tailoring asset allocation and investments to individual goals and risk tolerance while bundling management, brokerage, and clearance into a single fee. In addition to portfolio management, Sunbelt Securities provides financial planning services covering cash flow analysis, college planning, tax strategies, liability review, retirement planning, insurance reviews, and estate planning. Clients also have the option to be referred to third-party money managers for specialized asset management. Sunbelt Securities emphasizes a fiduciary standard when providing retirement and investment advice, ensuring recommendations align with client best interests. The firm works with retail, entity, and institutional clients, utilizing major custodians such as National Financial Services, Charles Schwab, and Fidelity Institutional Wealth Management Services to hold and secure client assets.