Tamara
Clingan

Nova Wealth Management, Inc

CRD#3271631
Investment Advisor
in Bonita Springs, FL

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About this Advisor

Tamara Clingan is a financial advisor based in Bonita Springs, Florida, working with Nova Wealth Management, Inc. Tamara has previously held positions at Fifth Third, Fifth Third Securities, Lpl Financial LLC, Nova Wealth Management, Purshe Kaplan Sterlings Investments, and Envy Sport, Inc. Tamara has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Tamara is part of Nova Wealth Management, Inc, which operates out of Bonita Springs, Florida. The firm has 7 employees and manages assets totaling $152.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Nova Wealth Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

24311 Walden Center Dr Suite 200
Bonita Springs, FL 34134

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Nova Wealth Management, Inc Brokerage Details

Total Assets Under Management

$152,170,205

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

7

FL Average: 62
Total Number of Accounts

623

FL Average: 2,474
Average Account Size

$244,254

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Tamara Clingan Work History

2015 - Present (10 years)

Nova Wealth Management

2018 - 2019 (1 year)

Envy Sport, Inc

2017 - 2024 (7 years)

Purshe Kaplan Sterlings Investments

2015 - 2016 (1 year)

Lpl Financial LLC

2010 - 2015 (5 years)

Fifth Third Securities

2008 - 2015 (7 years)

Fifth Third

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tamara Clingan 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 Nova Wealth Management, Inc

Scott Nelson
Bonita Springs, FL
Amy Novakovich
Bonita Springs, FL
James Novakovich
Bonita Springs, FL
Tamara Clingan
Bonita Springs, FL
Judd Garrett
Dallas, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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