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Bradford Lee Phelan

NBC SECURITIES, INC.·BIRMINGHAM, Alabama
Unclaimed Profile
1927 FIRST AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 1733368Firm CRD# 17870
01

About

Bradford Lee Phelan is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with NBC SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NBC SECURITIES, INC.
NBC SECURITIES, INC.
AUM
$1.7B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at NBC SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1733368
Firm CRD# 17870
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradford Lee Phelan offer?
Bradford Lee Phelan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Bradford Lee Phelan's credentials?
Bradford Lee Phelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradford Lee Phelan located?
Bradford Lee Phelan is based in BIRMINGHAM, Alabama, working with NBC SECURITIES, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Bradford Lee Phelan charge for services?
Bradford Lee Phelan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NBC SECURITIES, INC.?
NBC SECURITIES, INC. has approximately 68 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NBC SECURITIES, INC.

Doug James Elder
BIRMINGHAM, AL
Frank Benner Falkenburg
BIRMINGHAM, AL
Jeffery Scott Wilkins
BIRMINGHAM, AL

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Research
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