Bruce Alan Hagan

CFP

Nbc Securities, INC.

43 Years of Experience

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Firm Information

Nbc Securities, INC.

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.

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Areas of Practice

Financial Planning & Coaching

Advisor Information

Office location

3116 Capitol Circle Ne, Suite 10, Tallahassee, FL, 32308

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2002

Settled

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Other Business Activities

Bruce teaches an investment planning course online for Florida State University and owns rental property. He also owns a portion of a building unit, which serves as a branch office location, but has no duties related to the building ownership.