Michael
Nunnelee

City National Securities, Inc

CRD#1712245
Investment Advisor
in Los Angeles, CA

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About this Advisor

Michael Nunnelee is a financial advisor based in Los Angeles, California, working with City National Securities, Inc. Michael has previously held positions at City National Bank and City National Securities, Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Michael is part of City National Securities, Inc, which operates out of Los Angeles, California. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

555 South Flower Street 11Th Floor
Los Angeles, CA 90071

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,490,186,713

CA Average: $7,578,581,321
Total Number of Employees

47

CA Average: 43
Total Number of Accounts

2,126

CA Average: 3,727
Average Account Size

$700,934

CA Average: $2,033,427

Investment Advisory Services

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

Michael Nunnelee Work History

1999 - Present (25 years)

City National Securities, Inc

1993 - Present (31 years)

City National Bank

Disclosures

Please visit the SEC profile of Michael Nunnelee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at City National Securities, Inc

Luke Miller
Beverly Hills, CA
Anthony Viducic
New York, NY
Amber Ortiz
Los Angeles, CA
Guillermo Guzman
Los Angeles, CA
Basil Conroy
New York, NY
Danyelle Proano
Beverly Hills, CA
Narek Mnatsakanian
Los Angeles, CA
Roy Martinez
Santa Barbara, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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