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Timothy Smith Forsman

NBC Securities, Inc.

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About Timothy Smith Forsman

Timothy Forsman is an Investment Advisor Representative with NBC Securities, Inc. Timothy has been in the financial services industry since June 2, 1996. Timothy has a diverse background, having previously worked at firms such as LPL Financial LLC, JHS Capital Advisors, LLC, Sterne Agee Financial Services, Inc., RBC Dain Rauscher Inc., Stephens Inc., Paine Webber Incorporated, and J.C. Bradford & Co. Timothy's experience spans various areas, including portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Timothy Forsman 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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Timothy Forsman’s Registration & Firm History

FL

04/06/2023 - Present

NBC Securities, Inc. (ST. PETE BEACH FL)

FL

08/05/2015 - 03/08/2023

LPL FINANCIAL LLC (ST PETERSBURG BEACH FL)

FL

05/23/2012 - 08/05/2015

JHS CAPITAL ADVISORS, LLC (TAMPA FL)

TN

10/13/2006 - 05/29/2012

STERNE AGEE FINANCIAL SERVICES, INC. (NASHVILLE TN)

TN

03/23/2004 - 10/17/2006

RBC DAIN RAUSCHER INC. (BRENTWOOD TN)

AR

08/14/2000 - 03/24/2004

STEPHENS INC. (LITTLE ROCK AR)

NJ

08/14/2000 - 09/29/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

10/07/1996 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

OK

01/03/1996 - 06/03/1996

GRF CAPITAL INVESTORS, INC. (TULSA OK)

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Licenses & Designations

IA

Issued 10/25/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Smith Forsman. Review regulatory record here.
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