Aida McNamara, financial advisor Los Angeles CA
83 score

Aida McNamara

CRD Number: 1145707
Current Firm: Mutual Of Omaha Investor Services, Inc.

Aida McNamara (CRD# 1145707) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual/united Of Omaha Insurance Company Burbank, CA Mar 1992 - Current 24
Mutual Of Omaha Investor Services, Inc. Los Angeles, CA Mar 1992 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Aida S. McNamara
Phone Number: 402-351-5770
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
83

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