Namm Financial LLC

Namm Financial LLC (CRD# 151860) is a financial advisory firm headquartered in Plantation, FL. They manage $1,815,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $139,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL

Financial Advisors at Namm Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph C. Namm
CRD#: 2850184
9811 Nw 10th St, Plantation, FL 33322
96
Wealthminder
score

Joseph Namm (CRD# 2850184) is an Investment Advisor Representative working at Namm Financial LLC in Plantation, FL and has over 19 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.

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