Financial ADVSR advisor directory · SEC adviser records
Namcoa financial advisors
Every SEC-registered investment adviser representative at Namcoa, by the state and city of the office they work from.
5 registered advisors work at Namcoa, in 2 states and 2 cities; the most are in Mooresville, NC (4). 1 list the CFP designation and 1 are also registered broker representatives.
Search every Namcoa advisor by name →Who joined and left Namcoa →Namcoa: assets, clients and custodians →
Cities with the most Namcoa advisors
Namcoa advisors by state
Questions
How many financial advisors does Namcoa have?
5 investment adviser representatives are registered with Namcoa, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 1 list the CFP designation and 1 are also registered as broker representatives.
Where does Namcoa have the most advisors?
Mooresville, NC, with 4 registered advisors, then Hillard, OH (1). By state, North Carolina has the most, with 4.
How do I find a Namcoa financial advisor near me?
Pick your state below, then your city, to see every Namcoa advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Namcoa offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →