Who

We Are

SSN Through The Years

1983

SSN founded by Steven L. Coffey

In 1983, Steven L. Coffey founded Southern Financial Company in Knoxville, Tennessee. Building on his own experience as an investment advisor, Coffey created a better service model for the independent broker dealer. Coffey’s commitment to integrity and personal relationships proved to be the basis for a successful endeavor, and SSN continued to expand nationwide.

    1994

    INC. 500 Fastest Growing Company

    1995

    Steven L. Coffey Dies in Plane Crash

    1999

    Named INC. 500 Hall of Fame

    2000

    Receives Pinnacle Award

    2012 & 2013

    Ranked 2nd in “Friendliest to RIAs” by Investment Advisor Magazine

    2013

    Record Revenue of $100 Million

    2014

    Ranked #1 Wealth Management Magazine

    2015

    SSN Joins Ladenburg Family

    2015

    Nominated for Wealth Management Technology Award for Client Portal

    2016

    Honored as Top Independent BDs for the fourth year in a row as rated by advisors, on WealthManagement.com

    2019

    Ranked #34 in Financial Advisor Independent Broker Dealer Ranking

    2019

    Knoxville News Sentinel One of the best places to work

    We keep getting better with each new advisor.