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Nafees Alam

Familywealth

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About Nafees Alam

Nafees Alam is a financial advisor with Familywealth, headquartered in Lake Mary, FL. Nafees has been in the industry since 2013 and has a Series 66, SIE, and Series 7 license. Nafees specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Nafees is registered to provide investment advice in Alabama and Florida. Nafees previously worked at WELLS FARGO ADVISORS, LLC in Panama City, FL and Regions in Panama City Beach, FL.

Firm Information

Nafees Alam is currently registered with Familywealth. Familywealth is an investment advisor based in Lake Mary, FL, with 12 investment advisor representatives and 9 licensed agents. The firm manages $316,315,559 in assets under management, providing advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer advice to use models of related investment advisors.
Familywealth

255 PRIMERA BLVD

LAKE MARY, FL 32746

$316.32M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice to use models of related investment adviser

Advice to use models of related investment adviser

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nafees Alam’s Registration & Firm History

FL

12/22/2020 - Present

Familywealth (Pensacola FL)

FL

12/21/2017 - 11/04/2020

WELLS FARGO CLEARING SERVICES, LLC (PENSACOLA FL)

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Licenses & Designations

BOTH

Issued 01/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nafees Alam.
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