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Michael Glen Lea

NBC Securities, Inc.

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About Michael Glen Lea

Michael Glen Lea is a registered representative with NBC Securities, Inc. with over 25 years of experience in the financial services industry. Michael Lea is registered with the states of Florida, Georgia, North Carolina and Texas. Michael Glen Lea holds the Series 7, Series 63, and SIE licenses and has specialized in serving individuals, businesses, charitable organizations, and pension plans. Michael Lea's prior experience includes roles at JWGenesis Financial Services, Inc. and Raymond James & Associates, Inc.

Firm Information

Michael Lea 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Michael Lea’s Registration & Firm History

FL

05/16/2001 - Present

NBC Securities, Inc. (TALLAHASSEE FL)

MO

05/19/1995 - 04/26/2000

JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)

FL

12/10/1993 - 06/21/1994

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 12/31/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Glen Lea.
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