Justin McNamara, financial advisor Marshfield MA
76 score

Justin McNamara

CRD Number: 4609506
Current Firm: Mcnamara Financial Services, Inc.

Justin McNamara (CRD# 4609506) is an Investment Advisor Representative working at Mcnamara Financial Services, Inc. in Marshfield, MA and has over 13 years of experience in the finance industry. Justin 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.

Similar Advisors
Christopher Grande, financial advisor Marshfield MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Marshfield MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Marshfield MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Mcnamara Financial Services, Inc. Marshfield, MA Oct 2010 - Current 6
Mcnamara Financial Services, Inc. Marshfield, MA Dec 2005 - Oct 2010 4
Commonwealth Financial Network Waltham, MA Mar 2003 - Sep 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Justin J. McNamara
Phone Number: 781-834-2010
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    305
    MILLIONS
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $146,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, FL, MA, NH, NY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
76

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.