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Nathan David Turley

Advisor at Merrill — Anniston, AL Leighton Ave

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Anniston, AL 36207

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,099 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Nathan Turley is a financial advisor with Merrill in Anniston, Alabama, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including 34 years with Merrill and 15 years with Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Anniston, AL Leighton Ave

1011 Leighton Ave

Anniston AL 36207

Advisors at this office

5

Most active in

Alabama · Texas

Work history

33 years of industry experience

Bank Of America Na

2011 - Present • 15 years

Anniston, AL

Merrill

1992 - Present • 34 years

Anniston, AL

Disclosures

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

Business activities & affiliations

user avatar

Thomas M

Series 63

Anniston, AL

McNaron Group, Inc.

Thomas McNaron III is a financial advisor at McNaron Group, Inc. in Anniston, Alabama, holding a Series 63 designation with 33 years of industry experience. He has been with McNaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, managing approximately $20.7 million across 43 client accounts. The firm employs a long-term, diversified investment approach focused primarily on common stocks and exchange-traded funds holding fixed-income securities, utilizing fundamental analysis and maintaining selective client relationships.

Active portfolio management
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Padric L

Series 65

Anniston, AL

McNaron Group, Inc.

Padric Lee is a Series 65 licensed financial advisor with three years of industry experience. He is currently with McNaron Group, Inc. and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of his advisory role, he works part-time as a rideshare driver and bartender. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses. The firm employs a long-term, diversified investment approach focused mainly on common stocks and select fixed-income ETFs, managing approximately $20.7 million across 43 client accounts.

Active portfolio management
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Penny M

Series 65

Oxford, AL

Advisory Services Network

Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Michael H

Series 63, Series 65, Series 66

Jacksonville, AL

Belpointe Asset Management LLC

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Kenneth R

Series 65

Anniston, AL

AE Wealth Management, LLC

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with a Series 65 license and experience in the industry since 2015. He previously worked at New York Life, Equis Financial, and founded Apex Financial Group, where he remains involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines multiple model strategies and advisor-managed accounts.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Brittany C

Series 66

Anniston, AL

Truist Advisory Services

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Founder/Business Owner Executive
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