Advisor at Nbc Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Nbc Securities, Inc.
Location
Priceville, AL 35603
Credentials
Series 66
Industry experience
5 years
Turbo Coffee
2017 - Present (9 years)
Grace Life Church of the Shoals
2015 - Present (11 years)
The University of North Alabama
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Madison, AL
Edward Jones
Series 66
Madison, AL
Edward Jones
Series 66
Decatur, AL
Edward Jones
Series 63, Series 65
Madison, AL
Merrill
Frank Drake is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been a financial advisor for over 30 years and joined Merrill Lynch in 2007. Frank specializes in helping clients define long-term financial goals and develop customized investment strategies that align with their personal and professional lives. His approach involves a disciplined process that aims to provide a consistent and personalized wealth management experience. He conducts regular reviews with clients to monitor progress and adjust strategies as needed to reflect any life or business changes. Frank holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Consultant℠ (CIMC) designation. He earned a Bachelor of Science degree in Business and Management from the University of Maryland. In addition to his financial career, Frank is retired from the U.S. Navy Reserve as a Senior Chief Petty Officer after 26 years of service on active duty and reserve. He is an active member of the Madison Rotary Club and has served as President of the Spring Lake-Brielle Rotary Club. Frank also volunteers with local food banks. Outside of his professional activities, he enjoys cooking, golfing, and reading.
Series 66
Decatur, AL
Edward Jones
Series 66
Madison, AL
Edward Jones
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