Nathan AmannCRD 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.
Usaa Financial Planning Services
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|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|
Total Assets Under Management632MILLIONS
Total Number of Accounts1,995ACCOUNTS
Average Account Value$316,591
- A percentage of assets under your management
- 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)
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