Robin
Hanover

Namcoa

CRD#1649141
Investment Advisor
in Estero, FL

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About this Advisor

Robin Hanover is a financial advisor based in Estero, Florida, working with Namcoa. Robin has previously held positions at Waddell And Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Terrace Estates Hoa Board, Moors & Cabot, Naples Wealth Planning, World Equity Group, Inc, and Naples Asset Management Co, LLC. Robin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California and Florida. Currently, Robin is part of Namcoa, which operates out of Estero, Florida. The firm has 19 offices and 17 employees. The firm manages assets totaling $277.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Namcoa includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Estero, FL

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Namcoa Brokerage Details

Total Assets Under Management

$277,669,058

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

368

FL Average: 2,474
Average Account Size

$754,535

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robin Hanover Work History

2020 - Present (4 years)

Naples Asset Management Co, LLC

2011 - Present (13 years)

Various Insurance Carriers For W & R Insurance Agencies

2020 - 2021 (1 year)

World Equity Group, Inc

2018 - 2020 (2 years)

Naples Wealth Planning

2017 - 2018 (1 year)

Moors & Cabot

2013 - 2015 (2 years)

Terrace Estates Hoa Board

2011 - 2017 (6 years)

Waddell And Reed, Inc

Disclosures

Please visit the SEC profile of Robin Hanover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Namcoa

Thomas Cooper
Naples, FL
Kevin Zylstra
Naples, FL
Tanya Aure
Naples, FL
Kevin Sullivan
Naples, FL
Christopher Habedank
Statesville, NC
Adam Waszkowski
Naples, FL
Robin Hanover
Estero, FL
Doak Belt
La Jolla, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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