Joseph Charles Namm

Employer firm

Namm Financial LLC CRD 151860

$2.46M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/1991 → Present
  Motorola, Inc
  Plantation, FL
• 10/2009 → Present
  Namm Financial Llc (151860)
  Plantation, FL

Other Businesses

Joseph Namm; Licensed FL life insurance agent (214), investment related, 9811 NW 10th ST, Plantation, FL, 33322; Life Insurance; Independent Agent; since June, 1996; <1 hour per Month devoted to this business; 0 hours during trading Hours; duties include the selling of Term Life Insurance. Joseph Namm; Lisensed Mortgage Broker (NMLS 386950); non-investment related, 9811 NW 10th ST, Plantation, FL, 33322; Mortgage Origination; Independent Agent; since June, 1999; 0 hours per Month devoted to this business; 0 hours during trading Hours; Currently just maintaining license with no intent to originate mortgages

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-14

Designations

• Certified Financial Planner