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Michael Paul Fusco

Namcoa

Mooresville, NC

CRD 6801036

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Employer firm

Namcoa CRD 133978

$404M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • CONSULTATION SERVICES

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

Current Employers
Namcoa

107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2021-06-22
  • CA RA
    APPROVED_RES
    Since 2021-06-22

Branch Locations

107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fusco & Orsini Insurance Services Inc San Diego CA 09/2010 Present
Naples Asset Management Co., Llc Naples FL 06/2021 Present
  • 09/2010 → Present
    Fusco & Orsini Insurance Services Inc
    San Diego, CA
  • 06/2021 → Present
    Naples Asset Management Co., Llc
    Naples, FL
Other Businesses

I am the President of an independent insurance agency in San Diego, Ca. We offer P&C insurance products, in addition to life and health insurance products. I receive a salary from my current firm.

Other Names
  • Michael Fusco

View on SEC IAPD

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