Namcoa
Namcoa (CRD# 133978) is a financial advisory firm headquartered in Naples, FL. They manage $277,669,058 in 368 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management278MILLION
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Total Number of Accounts368ACCOUNTS
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Average Account Value$754,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TX, WV
Doak Belt (CRD# 2975913) is an Investment Advisor Representative working at Namcoa in La Jolla, CA and has over 26 years of experience in the finance industry.
Thomas Cooper (CRD# 1038603) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 33 years of experience in the finance industry.
Alfred Dinicola (CRD# 1305518) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 15 years of experience in the finance industry.
Robin Hanover (CRD# 1649141) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 12 years of experience in the finance industry.
Walter Hester (CRD# 2745174) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 26 years of experience in the finance industry.
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.
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.
Alyssa Rakovich (CRD# 3003477) is an Investment Advisor Representative working at Namcoa in Bradenton, FL and has over 26 years of experience in the finance industry.
Susan Riser Whitlock (CRD# 5287262) is an Investment Advisor Representative working at Namcoa in Mooresville, NC and has over 13 years of experience in the finance industry.
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.