Don’t just leave a legacy. Build one.

Let Us Introduce Ourselves

NBC Securities is a full-service, independent broker/dealer and registered investment advisor that provides investment services to retail and institutional clients. We offer financial advice and solutions through a diverse menu of investment products and services.

Let's Talk About What's Next

The actions we take and the decisions we make today will have an indelible impact on the lives of the people we love and those we leave behind. Do you believe that? Let us help you plan for what’s next. Request an appointment with one of our trusted advisors today.

The Team

Meet our legacy builders.

NBC Securities and our independent brokers partner with clients to strategize, establish, and grow more than lasting wealth; we help build legacies. Our trusted and established industry leaders are augmented by additional team members who, like us, are focused on clients first.

Bruce Betz
Vice President &
Financial Consultant
David Taylor
Vice President &
Financial Consultant
Pamela Williams
Vice President &
Financial Consultant

Our Process

Our mission is to help your legacy thrive.

Our process is quite simple: We start by getting to know you, your family, your hopes and goals for the future; and then, we get to work making those things happen. Period.

Philosophy
Our team of experienced professionals offers a combination of forward-looking strategies within a wealth management program. We provide our clients with investment advice and solutions to help them to navigate through an ever-changing financial environment. By building long-term relationships and understanding our clients’ unique financial situations, we design and actively manage customized portfolios.

 

Financial strategy
Each portfolio is aligned to meet our clients’ goals. Our portfolios are developed using a relative strength-based strategy which attempts to identify asset classes that are outperforming others and may continue to outperform in current markets.
Focus
Our goal is to manage and grow our clients’ assets to meet their individual needs and objectives. These goals may include simply protecting their present wealth, building funds for retirement or providing a fixed monthly income. We work closely with our clients to understand their needs and concerns. We also strive to educate our clients on our investment approach and the methods we apply in response to changing market and economic conditions. Understanding that our role is to act as the manager of our clients’ financial assets, we apply resources and strategies that we believe will advance our clients’ objectives.

Why NBC Securities

Our financial consultants average over 20 years of industry experience.

NBC Securities is an employee-owned advisory firm committed to building relationships as we build wealth and help our clients achieve their financial goals.

We’re not just financial advisors. We’re legacy builders.

Our goal is to provide a remarkable experience for the people we serve, so that the legacies of our families, friends, and neighbors are enabled and empowered to reach their full potential.

Realizing potential is the difference between making an impact and making a difference. Being a legacy builder means developing true relationships and creating meaningful connections that extend beyond a handshake or a year-end report. We genuinely care for the lives we touch and the lives they touch, every day.

When asked “Why NBC Securities?” all we have to do is look to our people. Each team member at NBC Securities shares the same goal: to help our clients reach theirs. It’s as simple as that. Contact us today to see how NBC Securities can better prepare you and your loved ones for what’s next, now!

Let us help you plan for what’s next. Speak with an advisor.

Capabilities

Partnering with NBC Securities allows clients access to some of the most experienced and respected money managers in the country.

Our independent advisors are trained to assess a client’s goals and objectives first — to gain the knowledge necessary to provide advice, counsel, and recommendations from a wide choice of investment alternatives.

We will assist you through the following products and services:
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Advisor Portfolio Services
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Asset Management
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Business Alliance Program
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Professional Asset Management
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Retirement Plans

Let us help you plan for what’s next. Speak with an advisor.

Financial health and wealth services to help your legacy thrive.

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Headquarters

1927 First Ave North
9th Floor
Birmingham, AL 35203

Connect with Us

Email
(800) 521-9390

© 2021 NBC Securities, Inc.