Nathan Amann, financial advisor Lakeland FL
100 score

Nathan Amann

CRD Number: 5516499
Current Firm: Allen & Company Of Florida, Inc.
Compensation Model: Both

Nathan Amann (CRD# 5516499) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Allen & Company Of Florida, Inc. Lakeland, FL Feb 2010 - Current 6
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Apr 2011
S66 NASAA Uniform Combined State Law Examination Sep 2011
S24 General Securities Principal Examination (GP) Oct 2013
Contact Info for Nathan D. Amann
Phone Number:
Registered State(s):
  • FL
  • CA
By the Numbers
  • Total Assets Under Management
    632
    MILLIONS
  • Total Number of Accounts
    1,995
    ACCOUNTS
  • Average Account Value
    $316,591
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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