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Penny D Mccall

Advisor at Advisory Services Network — Oxford, AL

Updated today

Credentials

Series 65

Experience

3 years

Location

Oxford, AL 36203

Advisory Services Network logo

Advisory Services Network

Multi-team

Total advisors

254

Across 171 offices

Clients per advisor

49 Typical

Avg AUM per client

$826,033 High

HNW client ratio

9% Low

About

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.

Client services

Based on Advisory Services Network

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Advisory Services Network

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy

Occupation focus

Based on Advisory Services Network

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.

Percentage

$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%

Commissions

IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.

Project-based

Financial planning and investment consulting hourly fees range from $150 to $400 per hour.

Subscriptions

Monthly subscription fee-based advice service ranging from $35 to $250 per month.

Other

Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.

Location

See office

Oxford, AL

318 Snow Street, Suite 3

Oxford AL 36203

Advisors at this office

1

Most active in

Alabama · Texas

Work history

3 years of industry experience

Advisory Services Network, LLC

2022 - Present • 4 years

Atlanta, GA

McCall Financial & Benefits Group LLC

2019 - Present • 7 years

Oxford, AL

INDEPENDENT INSURANCE AGENT

2014 - 2019 • 5 years

Eastaboga, AL

Disclosures

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

Business activities & affiliations

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Thomas M

Series 63

Anniston, AL

Mcnaron Group, Inc.

Thomas Mcnaron III is a financial advisor with Mcnaron Group, Inc. in Anniston, Alabama. He holds a Series 63 designation and has 33 years of industry experience, having been with Mcnaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified approach primarily using common stocks and exchange-traded funds with fixed-income holdings. The firm emphasizes fundamental analysis and maintains selective client relationships, operating with full discretionary authority and conducting weekly account reviews.

Active portfolio management
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Padric L

Series 65

Anniston, AL

Mcnaron Group, Inc.

Padric Lee is a financial advisor at McNaron Group, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of advisory work, he has engaged in ridesharing and food catering roles during non-trading hours. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified stock and fixed-income ETF approach. The firm manages approximately $20.7 million across 43 client accounts and emphasizes fundamental analysis with a selective client base.

Active portfolio management
user avatar

Kenneth R

Series 65

Anniston, AL

AE Wealth Management, LLC

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with one year of experience at the firm and a total of ten years in the industry. He holds a Series 65 designation and previously worked at Apex Financial Group, Equis Financial, and New York Life. Reeves is also the founder of Apex Financial Group, where he manages insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting a large number of clients through a platform-oriented approach.

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
user avatar

Tyler P

Series 66

Anniston, AL

Raymond James & Associates

Tyler Pankey is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Auburn University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

Brandon W

Series 63, Series 65, Series 66

Anniston, AL

Merrill

Brandon White is a financial advisor at Merrill Lynch Wealth Management, a role he has held since April 2014. With 17 years of experience in investments and wealth management planning, he develops strategies and provides advice to individuals, families, and businesses by understanding their financial objectives over both short and long terms. Brandon's professional journey includes experience with a regional bank and a privately owned wealth management firm. He holds a bachelor's degree in business from the University of Alabama at Birmingham and a master's degree in entrepreneurship from Western Carolina University. He is certified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards, Inc., and has completed advanced training in cash balance retirement plans. Additional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Wealth management
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