Nafees Alam

Familywealth

7 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth

Familywealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

367 clients

Average Client Portfolio

$944K average

Assets Under Management

$346.3M

Fee Structure

Minimum Investment:None

Location

4309 Spanish Trail, Pensacola, FL, 32504

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Familywealth

December 2020 - Present · 5 yrs 2 mos

Previous Registrations

Familywealth Asset Management

January 2021 - May 2022 · 1 yr 4 mos

Wells Fargo Clearing Services, LLC

January 2018 - November 2020 · 2 yrs 10 mos

Wells Fargo Clearing Services, LLCBroker

December 2017 - November 2020 · 2 yrs 11 mos

State Registrations2 states

ALFL

Advisor

Exams

No exam information available for this advisor.