Namcoa

Namcoa (CRD# 133978) is a financial advisory firm headquartered in Naples, FL. They manage $236,043,677 in 251 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
http://flretire.com
By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $940,413
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
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, FL, GA, IA, IL, LA, MI, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TX, WV

Financial Advisors at Namcoa
Showing 1 - 10 of 19 top financial advisors.
1
Doak Belt, financial advisor La Jolla CA
Doak R. Belt
CRD#: 2975913
La Jolla, CA

Doak Belt (CRD# 2975913) is an Investment Advisor Representative working at Namcoa in La Jolla, CA and has over 25 years of experience in the finance industry.

2
Thomas Cooper, financial advisor Naples FL
Thomas J. Cooper
CRD#: 1038603
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Thomas Cooper (CRD# 1038603) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 32 years of experience in the finance industry. Thomas Cooper 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.

3
Alfred Dinicola, financial advisor Naples FL
Alfred Dinicola
CRD#: 1305518
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Alfred Dinicola (CRD# 1305518) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 14 years of experience in the finance industry.

4
Robin Hanover, financial advisor Naples FL
Robin B. Hanover
CRD#: 1649141
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Robin Hanover (CRD# 1649141) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 36 years of experience in the finance industry.

5
Walter Hester, financial advisor Naples FL
Walter M. Hester
CRD#: 2745174
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Walter Hester (CRD# 2745174) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 25 years of experience in the finance industry.

6
Latoya Maddox, financial advisor Naples FL
Latoya K. Maddox
CRD#: 5232539
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Latoya Maddox (CRD# 5232539) is an Investment Advisor Representative working at Namcoa in Naples, FL 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.

7
Paul McIntyre, financial advisor Naples FL
Paul J. McIntyre
CRD#: 1002368
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Paul McIntyre (CRD# 1002368) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 34 years of experience in the finance industry.

8
Alyssa Rakovich, financial advisor Bradenton FL
Alyssa J. Rakovich
CRD#: 3003477
Bradenton, FL

Alyssa Rakovich (CRD# 3003477) is an Investment Advisor Representative working at Namcoa in Bradenton, FL and has over 25 years of experience in the finance industry.

9
Susan Riser Whitlock, financial advisor Mooresville NC
Susan R. Riser Whitlock
CRD#: 5287262
107 Kilson Dr., Ste 206, Mooresville, NC 28117

Susan Riser Whitlock (CRD# 5287262) is an Investment Advisor Representative working at Namcoa in Mooresville, NC and has over 12 years of experience in the finance industry.

10
Thomas Sanchez, financial advisor Sugar Land TX
Thomas B. Sanchez
CRD#: 2437504
Sugar Land, TX

Thomas Sanchez (CRD# 2437504) is an Investment Advisor Representative working at Namcoa in Sugar Land, TX and has over 29 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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