Invested Better
Unclaimed

Unclaimed

Unclaimed

Lynn Michelle Hanfman

NBC Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lynn? Claim Your Profile

About Lynn Michelle Hanfman

Lynn Michelle Hanfman has been in the financial industry for over 28 years. Lynn Michelle Hanfman is a registered representative and investment adviser representative of NBC Securities, Inc. and has been with the firm since 2001. Lynn Michelle Hanfman is also an investment advisor representative for Stultz Financial Group, which she joined in 2001. Lynn Michelle Hanfman specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lynn Michelle Hanfman has offices in Tallahassee, Florida. Lynn Michelle Hanfman holds licenses for securities and investment advising in Florida and several other states. In addition to her work in the financial services industry, Lynn Michelle Hanfman is involved in selling jewelry and accessories through an online platform.

Firm Information

Lynn Hanfman is currently registered with NBC Securities, Inc.. NBC Securities, Inc. is a corporation headquartered in Birmingham, Alabama, that has been in operation since March 13, 1986. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1 billion to $10 billion in assets and has a presence in all 50 states and the District of Columbia.
NBC Securities, Inc.

1927 FIRST AVENUE NORTH

BIRMINGHAM, AL 35203

$1.72B

Assets Under Management

100

Total Clients

83

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lynn Hanfman’s Registration & Firm History

FL

07/25/2001 - Present

NBC Securities, Inc. (TALLAHASSEE FL)

NY

12/08/1994 - 08/02/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Lynn Michelle Hanfman is right for you?

Licenses & Designations

IA

Issued 09/01/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Michelle Hanfman.
Not sure if Lynn Michelle Hanfman is right for you?