Clifton Andrew Nail

Employer firm

Oakworth Asset Management, LLC CRD 335388

$846M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 03/2023
  Regions Bank
  Birmingham, AL
• 12/2018 → 03/2023
  Cetera Investment Services Llc
  St. Cloud, MN
• 03/2023 → Present
  Oakworth Capital Bank
  Birmingham, AL
• 07/2025 → Present
  Oakworth Asset Management, Llc
  Birmingham, AL

Previous Registrations

• 2019-02-20 → 2023-03-22
  Cetera Investment Advisers Llc
  Birmingham, AL
• 2008-04-21 → 2008-12-03
  Edward Jones
  Costa Mesa, CA
  St Louis, MO
  Lake View, AL
  St Louis, MO

Other Businesses

1. Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Management Client Advisor; 10/2023; 160 hours/month, 160 hours/month during securities trading hours; Wealth Management Client Advisor. 2. GREATER BIRMINGHAM HUMANE SOCIETY, BOARD MEMBER; IMPACT FAMILY COUNSELING, BOARD MEMBER / TREASURER, NOT A SIGNER ON THE BANK ACCOUNTS AND NO CHECK WRITING AUTHORITY

Exams

• S66 Uniform Combined State Law Examination
  2019-02-19

Designations

• Certified Financial Planner

Other Names

• Cliff Nail