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NBC SECURITIES, INC.
1927 First Avenue North
Birmingham, Alabama 35203
Tel: 800-521-9390
About NBC SECURITIES, INC.
NBC SECURITIES, INC, formally registered with the SEC as NBC SECURITIES, INC. The firm was established in 01/03/2001. They have over 29 offices throughout the country.
NBC SECURITIES, INC. is a Birmingham, Alabama based Financial Planning firm with nearly $1,715,376,867 assets under management, offering retirement planning & investment advisory services to 4545 clients. The firm is staffed with 68 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 17870 |
| SEC# | 801-58257 |
| Assets Managed by Firm | $1,715,376,867 |
| No. of Clients | 4545 |
| No. of Advisors | 68 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4545 | $1,715,376,867 |
| Individuals (other than high net worth individuals) | 3792 | $1,246,376,867 |
| High net worth individuals | 200 | $395,000,000 |
| Pension and profit sharing plans | 25 | $45,000,000 |
| Charitable organizations | 25 | $19,500,000 |
| Corporations or other businesses | 500 | $9,500,000 |
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