Paul Macnamara, financial advisor Carlisle PA

Paul Macnamara

CRD Number: 2703938
Current Firm: Redwood Financial Planning, LLC

Paul Macnamara (CRD# 2703938) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Carlisle, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Redwood Financial Planning, LLC Carlisle, PA Mar 2023 - Current 1
Pvg Asset Management Corporation Carlisle, PA Dec 2016 - Mar 2023 6
Strategic Investment Partners Fayetteville, NC Sep 2004 - Dec 2016 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Paul Macnamara
Phone Number: 908-663-2125
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    1,205
    ACCOUNTS
  • Average Account Value
    $144,907
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MD, NC, NJ, NY, PA, SC, TN, TX, VA, WA

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