Bailey McNamara (CRD# 6515513) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 6 years of experience in the finance industry. Bailey McNamara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Cwm, Llc Dba Carson Wealth-the Shobe Financialgroup | Baton Rouge, LA | Mar 2023 - Current | 1 |
Cwm, Llc Dba Carson Partners - Crd # 155344 | Baton Rouge, LA | Mar 2023 - Current | 1 |
Cwm, Llc Dba Carson Group Holdings | Baton Rouge, LA | Mar 2023 - Current | 1 |
Cetera Advisor Networks | El Segundo, CA | Mar 2023 - Current | 1 |
Financial Benefits, Inc. | Baton Rouge, LA | Feb 2017 - May 2023 | 6 |
Shobe & Associates, Inc. Dba The Shobe Financial Group - Crd # 1 | Baton Rouge, LA | Jan 2017 - May 2023 | 6 |
Raymond James Financial Services, Inc. | Baton Rouge, LA | Jan 2017 - Mar 2023 | 6 |
Louisiana State University | Baton Rouge, LA | Aug 2013 - May 2017 | 3 |
Olinde Financial Group, LLC | Baton Rouge, LA | Jun 2015 - Jan 2017 | 1 |
Cpra | Baton Rouge, LA | Jun 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- LA
- SC
- TX
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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