Steve Boyd Namy

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 09/2018
  Investment Professionals Inc.
  Highland Village, TX
• 06/2018 → 03/2020
  Ameriprise Financial Services, Inc
  Southlake, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Lewisville, TX

Previous Registrations

• 2006-11-10 → 2018-09-25
  Investment Professionals, Inc.
  Frisco, TX
  Colleyville, TX
  Plano, TX
  Colleyville, TX
  Plano, TX
  Coppell, TX
  Rockwall, TX
  Coppell, TX
  Highland Village, TX
  San Antonio, TX
  Winnsboro, TX
  Fort Worth, TX
  Rockwall, TX
  Fort Worth, TX
  Southlake, TX
  San Antonio, TX

Other Businesses

Business Ownership; Namy Properties Llc.; review financial, major repair estimates, sign new leases, analyze and make aquistion decisions; commericial property rental income and capital appreciation; 777 Main St suite 3200 Fort WOrth, TX 76102, ,; Not Investment-Related; 03/01/2015; 1 to 9 hours per month; 0 during trading hours / JSINVESTMENTS1; buy and sell real estate for capital gain and also holds rental properties; buy and sell real estate hold rental properties; P.O.Box 627 Colleyville, TX 76034, ,; Not Investment-Related; 04/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Namy Energy Llp; drilling for oil family businessroyalty income; 600 Bailey Ave Sute 150, , Fort Worth, TX, 76107; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 0 during trading hours / Namy Enterprise Llp; oil drilling activity; 600 Bailey Ave Sute 150, , Fort Worth, TX, 76107; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-08
• S63 Uniform Securities Agent State Law Examination
  2002-05-05

Other Names

• Namy Boyd Steve
• Steve Boyd Namy
• Steve Namy
• Stephen Boyd Namy