AW
AW

Anthony Brian Wolfe

25 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
4,545 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.7B

Fee Structure

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Location

1927 1st Avenue North, Birmingham, AL, 35203-0686

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony works as a substitute school bus driver for Shelby County Schools in Alabama. This non-investment related activity takes about 10-20% of his time during the months when school is in session.

Employment History
Current Registrations
Nbc Securities, INC.
April 2008 - Present · 17 yrs 10 mos
Nbc Securities, INC.Broker
November 2005 - Present · 20 yrs 3 mos
Previous Registrations
Amsouth Investment Services, INC.Broker
July 2000 - November 2005 · 5 yrs 4 mos
Franklin Financial Services CorporationBroker
October 1999 - May 2000 · 7 mos
State Registrations1 state
AL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.