Dale
Elliott

Nbc Securities, Inc

CRD#2247036
Investment Advisor
in Fairhope, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Dale Elliott is a financial advisor based out of Fairhope, Alabama, with a total of 24 years of experience as a financial advisor. Elliott is on the advisory team at Nbc Securities, Inc. They have spent all of their career at Nbc Securities, Inc. Elliott maintains a Series 63 license, qualifying them as a securities broker, and can advise clients in Alabama and California. Nbc Securities, Inc is an advisory firm that has its headquarters in Fairhope, Alabama. The firm has offices in 41 locations and a total of 80 employees. It manages $2 billion in assets between its 5,647 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 25 charities and foundations. Of its 5,647 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Nbc Securities, Inc provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on which service is provided. Fees billed by Nbc Securities, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

457 Magnolia Avenue
Fairhope, AL 36533

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Nbc Securities, Inc Brokerage Details

Total Assets Under Management

$1,639,320,370

AL Average: $1,620,585,161
Total Number of Employees

80

AL Average: 52
Total Number of Accounts

5,647

AL Average: 1,560
Average Account Size

$290,299

AL Average: $1,038,837

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Dale Elliott Work History

Dale has 24 years of experience.

1996 - Present (25 years)

Nbc Securities, Inc

Disclosures

Dale Elliott has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Nbc Securities, Inc

Edward Wells
Massapequa, NY
Robert Alvarez
Tampa, FL
Melissa Schweigert
Imperial, MO
Maria Atkinson
Tampa, FL
Maria Ortiz
Tampa, FL
Elizabeth Moore
Columbia, TN
Michael Feduccia
Sarasota, FL
Sapna Goel
Huntsville, AL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started