Unclaimed Profile

Jeffery Scott Wilkins

NBC SECURITIES, INC.·BIRMINGHAM, Alabama

SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record23 years registeredNBC SECURITIES, INC.

1927 FIRST AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 3154639Firm CRD# 17870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Scott Wilkins · BIRMINGHAM, AL

Registration

CRD #3154639 · NBC SECURITIES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

EAGLE STRATEGIES LLC

Nov 2025 – present

NYLIFE SECURITIES LLC

Oct 2025 – present

NBC SECURITIES, INC.

Jul 2004 – Oct 2025

BIRMINGHAM, AL

TERRA FINANCIAL PLANNING GROUP LTD

Jul 2003 – Jul 2004

FRISCO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · July 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NBC SECURITIES, INC.

CRD 17870 · SEC 801-58257

AUM

$1.7B

Regulatory assets under management

Employees

5,266 client accounts

Services offered by NBC SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NBC SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffery Scott Wilkins offer?

Jeffery Scott Wilkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Jeffery Scott Wilkins's credentials?

Jeffery Scott Wilkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Scott Wilkins located?

Jeffery Scott Wilkins is based in BIRMINGHAM, Alabama, working with NBC SECURITIES, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Jeffery Scott Wilkins charge for services?

Jeffery Scott Wilkins'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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