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.
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
Caledonian Financial is an ensemble of individuals who deeply care about helping families and businesses meet (or develop) their financial goals. We do not intend to earn money until we can’t, and then disband.
Our goal is to build a company that survives us by several generations. Thus, we hope to attract co-workers and clients that are kind, smart and the kind of people who do (and recognize) high quality work. We will all give back to our community with our time, talents and money in an attempt to live in the best possible place (which is in our best interest to do so).
We are unashamed capitalists who will defend vigorously that system as the best known economic system for raising the standard of living for all. We will defend the individual’s freedom of life, liberty and the right to enjoy the fruits of one’s effort.
Financial strategy
On These Principles We Stand – We are representatives of a capitalist organization and believe in the free market system as the best creator of wealth. We believe that we are a primary entry point into the capitalist system and we will find a way to help all who seek our advice. All clients deserve the best of our opinions. By following our logical progression of Family Financial Planning, we can transform lives one family and one business at a time.
Areas of Focus
We specialize in Financial, Asset, and Risk Management in addition to Retirement and Estate Planning. We gladly work in conjunction with attorneys and tax professionals as a part of our client’s financial team. Every investor, whether seasoned or just beginning, receives our personal service and dedication.
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:
Advisor Portfolio Services
Asset Management
Business Alliance Program
Professional Asset Management
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.
Headquarters
1927 First Ave North
9th Floor
Birmingham, AL 35203
Connect with Us
© 2021 NBC Securities, Inc.
