Tamara Clingan (CRD# 3271631) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 7 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterlings Investments | Albany, NY | Nov 2017 - Current | 6 |
| Nova Wealth Management | Bonita Springs, FL | Jul 2015 - Current | 8 |
| Envy Sport, Inc. | Bonita Springs, FL | Dec 2018 - Dec 2019 | 1 |
| Lpl Financial LLC | Bonita Springs, FL | Jul 2015 - Dec 2016 | 1 |
| Fifth Third Securities | Naples, FL | May 2010 - Jun 2015 | 5 |
| Fifth Third | Naples, FL | Oct 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
| S63 | Uniform Securities State Law Examination | May 2018 |
- FL
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts623ACCOUNTS
-
Average Account Value$244,254
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, NJ, NY, OH, TX, WI
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