Joseph Namm (CRD# 2850184) is an Investment Advisor Representative working at Namm Financial LLC in Plantation, FL and has over 27 years of experience in the finance industry. Joseph Namm 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.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Namm Financial Llc (151860) | Plantation, FL | Oct 2009 - Current | 14 |
| Motorola, Inc. | Plantation, FL | Jun 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
- FL
-
Total Assets Under Management2MILLIONS
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Total Number of Accounts13ACCOUNTS
-
Average Account Value$189,004
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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