Michael Nunnally, financial advisor Nashville TN
89 score

Michael Nunnally

CRD Number: 5913610
Current Firm: Ubs Financial Services Inc.

Michael Nunnally (CRD# 5913610) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Nashville, TN May 2015 - Current 1
Ubs Financial Services Inc. Nashville, TN May 2013 - May 2015 2
Ubs Financial Services Inc. Nashville, TN Mar 2012 - May 2013 1
Axa Advisors, LLC Nashville, TN Sep 2011 - Jan 2012 < 1
Self Employed Nashville, TN Nov 2010 - Sep 2011 < 1
Lipsey's LLC Baton Rouge, LA Sep 2009 - Nov 2010 1
Country Club Baton Rouge, LA Jun 2009 - Sep 2009 < 1
Mike Anderson's Restaurant Baton Rouge, LA Jun 2008 - Jun 2009 1
Country Club Of Louisiana Baton Rouge, LA Jun 2007 - Jun 2008 1
Student Baton Rouge, LA Jan 2001 - Jun 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Michael D. Nunnally
Phone Number: 201-352-3000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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