Nafees Alam
Investment adviser representative at Familywealth
13 yearsExperience
3 statesRegistered in
$394.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- FamilywealthDec 2020 to now
- Wells Fargo Advisors, LLCOct 2017 to now
- RegionsJul 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, TX).
Familywealth
Legal name: Familywealth Advisers LLC
$394.6MAssets managed
407Clients
15Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5739032
- Firm CRD
- 289193