Joseph Namm is a CFP-designated registered investment advisor at Namm Financial LLC, based in Plantation, FL, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 11 clients with $2.5M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9811 NW 10th St, Plantation, FL, 33322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a licensed life insurance agent in Florida since 1996, selling term life insurance, but devotes minimal time to this. He also maintains a mortgage broker license since 1999, though he currently does not originate mortgages.
Employment History
Current Registrations
Namm Financial LLC
State Registrations1 state
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