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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Employment History
Current Registrations
Nbc Securities, INC.
March 2025 - Present · 11 mos
Nbc Securities, INC.Broker
January 2025 - Present · 1 yr 1 mo
State Registrations6 states
ALGAKYNCSCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.