Latoya Maddox, financial advisor Snellville GA

Latoya Maddox

CRD Number: 5232539
Current Firm: Namcoa

Latoya Maddox (CRD# 5232539) is an Investment Advisor Representative working at Namcoa in Snellville, GA and has over 16 years of experience in the finance industry. Latoya Maddox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Namcoa - Naples Asset Management Company, LLC Naples, FL Apr 2017 - Current 6
Phoenix Associates Marietta, GA May 1997 - Current 26
Wilbanks Securities Advisory Atlanta, GA Oct 2006 - Apr 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Latoya K. Maddox
Phone Number: (239) 593-5525
Firm Website: http://flretire.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    278
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $754,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, LA, MI, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TX, WV

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