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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
72 advisors
Number of Clients
4,545 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.7B
Fee Structure
Financial Plan Fee:$100 - $10,000
NBCS offers financial planning services for a negotiated flat fee or a percentage of assets under management, or a combination of both. The financial planning fee typically ranges from $100 to $10,000, depending on the complexity of the client's situation. Advisory fees are not charged for insurance analysis. The client is not obligated to implement the financial plan with NBCS.
Areas of Practice
Financial Planning & Coaching
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Advisor Information
Office location
1927 1st Avenue North, Birmingham, AL, 35203-0686
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Nbc Securities, INC.
May 2008 - Present · 17 yrs 8 mos
Nbc Securities, INC.
May 2008 - Present · 17 yrs 8 mos
Nbc Securities, INC. Broker
May 2008 - Present · 17 yrs 8 mos
Previous Registrations
Compass Brokerage, INC.Broker
October 2007 - May 2008 · 7 mos
Nbc Securities, INC. Broker
January 2007 - November 2007 · 10 mos
State Registrations2 states
ALNV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.