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Penny Mccall

Advisor at Advisory Services Network

Updated today
Advisory Services Network logo

Firm

Advisory Services Network

Location

Oxford, AL 36203

Credentials

Series 65

Industry experience

3 years

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.

Percentage

$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%

Commissions

IARs may receive commissions from securities transactions, insurance products, and futures/commodities products separate from advisory fees.

Project-based

Hourly fees for financial planning and investment consulting services range from $150 to $400 per hour.

Subscriptions

Monthly subscription fees for advice services range from $35 to $250 per month.

Other

Account minimum: $25,000 Fee-only: Fees for portfolio management services are charged on a fee-only basis; financial planning fees charged hourly ($150-$400/hour) or fixed ($1,000-$40,000 per plan); investment consulting fees charged hourly ($150-$400/hour) or fixed ($1,000-$40,000 per service); monthly subscription fees from $35 to $250 per month; retirement plan consulting fees charged on fixed fee or asset-based up to 1.50% maximum annual fee.

Work history

Advisory Services Network, LLC

2022 - Present (4 years)

McCall Financial & Benefits Group LLC

2019 - Present (7 years)

INDEPENDENT INSURANCE AGENT

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jennifer E

Series 66

Anniston, AL

Merrill

Jennifer Edmondson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop strategies that address a range of financial goals, including investing, retirement planning, and saving for unexpected events. Jennifer provides ongoing advice and guidance, adapting portfolios as clients’ needs evolve. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Jennifer holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her bachelor's degree from Jacksonville State University. In addition to her professional work, she is involved with the Anniston Lions Club and is affiliated with Hill Crest Baptist Church.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Elder care planning Cash flow / budgeting

Richard S

Series 66

Oxford, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner

Reuben J

Series 66

Anniston, AL

Merrill

Reuben Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He works closely with individuals, business owners, non-profit organizations, and foundations to develop personalized investment strategies that focus on clients and their families. His areas of expertise include education planning, family wealth management, services for endowments and non-profits, legacy planning, philanthropic planning, personal retirement planning, small business strategies, and retirement income. Reuben is committed to fostering long-term relationships and serving as a trusted resource to help clients grow and preserve their financial wealth. Reuben holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) professional designation. Beyond his professional activities, Reuben is actively involved in community service, volunteering with organizations such as the Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. In his personal time, he enjoys basketball, football, golf, tennis, and cycling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Business ownership considerations

Isaac B

Series 63, Series 65

Oxford, AL

Merrill

Isaac Brown is an Associate Resident Director at Merrill Lynch Wealth Management, where he has been employed since October 1994. In his role, he works with clients to help them achieve their long-term financial goals through the prudent management of their assets and liabilities, focusing on legacy planning, personal retirement planning, and portfolio management services. Mr. Brown holds a Bachelor's degree in Business Management from Jacksonville State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also served as an adjunct professor at Kennesaw State University, teaching financial planning courses. Beyond his professional duties, Isaac Brown is active in his community, serving on local boards such as the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and the Donoho School Board of Directors, where he is the current president. He is a member and past president of the Anniston Rotary Club and participates in organizations including the 3E Association and Boy Scouts of Calhoun County. He resides in Oxford, Alabama with his wife and daughter and engages in personal interests such as dancing, horseback riding, music, refereeing, swimming, tennis, traveling, and spending time with family.

General retirement planning Wealth management General estate planning guidance
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Thomas M

Series 63

Anniston, AL

McNaron Group, Inc.

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Padric L

Series 65

Anniston, AL

McNaron Group, Inc.

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