Michael
Nunnally
Certuity, LLC
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About this Advisor
Michael Nunnally is a financial advisor based in Nashville, Tennessee, working with Certuity, LLC. Michael has previously held positions at UBS Financial Services Inc and Certuity, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in California, Tennessee, and Texas. Currently, Michael is part of Certuity, LLC, which operates out of Nashville, Tennessee. The firm has 10 offices and 41 employees. The firm manages assets totaling $4.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Certuity, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Certuity, LLC Brokerage Details
$3,961,766,158
41
3,286
$1,205,650
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Michael Nunnally Work History
Certuity, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Michael Nunnally 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 Certuity, LLC
Santa Monica, CA
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
Santa Monica, CA
Manhattan Beach, CA
El Segundo, CA
North Palm Beach, FL
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.
