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).

Current Firm Details
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
http://flretire.com
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • 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
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 11 - 20 of 20 top financial advisors.
11
Bryan Smith, financial advisor Naples FL
Bryan E. Smith
CRD#: 2324786
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Bryan Smith (CRD# 2324786) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 18 years of experience in the finance industry.

12
Adam Waszkowski, financial advisor Naples FL
Adam V. Waszkowski
CRD#: 2413572
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Adam Waszkowski (CRD# 2413572) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 30 years of experience in the finance industry.

13
Kevin Zylstra, financial advisor Naples FL
Kevin L. Zylstra
CRD#: 2517604
Naples, FL

Kevin Zylstra (CRD# 2517604) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 29 years of experience in the finance industry.

14
Tanya Aure, financial advisor Naples FL
Tanya Aure
CRD#: 7556368
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Tanya Aure (CRD# 7556368) is an Investment Advisor Representative working at Namcoa in Naples, FL and has 1 year of experience in the finance industry.

15
Kirk Conole, financial advisor Naples FL
Kirk Conole
CRD#: 7443211
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Kirk Conole (CRD# 7443211) is an Investment Advisor Representative working at Namcoa in Naples, FL and has 1 year of experience in the finance industry.

16
Michael Cornell, financial advisor Naples FL
Michael Cornell
CRD#: 7556340
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Michael Cornell (CRD# 7556340) is an Investment Advisor Representative working at Namcoa in Naples, FL and has 1 year of experience in the finance industry.

17
Michael Fusco, financial advisor Naples FL
Michael P. Fusco
CRD#: 6801036
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Michael Fusco (CRD# 6801036) is an Investment Advisor Representative working at Namcoa in Naples, FL and has 1 year of experience in the finance industry.

18
Christopher Habedank, financial advisor Mooresville NC
Christopher W. Habedank
CRD#: 6135571
107 Kilson Drive Suite 206, Mooresville, NC 28625

Christopher Habedank (CRD# 6135571) is an Investment Advisor Representative working at Namcoa in Mooresville, NC and has over 10 years of experience in the finance industry.

19
Monique Harris, financial advisor Naples FL
Monique B. Harris
CRD#: 2936852
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Monique Harris (CRD# 2936852) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 22 years of experience in the finance industry.

20
Kevin Sullivan, financial advisor Naples FL
Kevin E. Sullivan
CRD#: 1250829
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Kevin Sullivan (CRD# 1250829) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 2 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.

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