Timothy McNamara
CRD Number: 5929969Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Timothy McNamara (CRD# 5929969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scranton, PA and has over 12 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scranton, PA | Jan 2016 - Current | 8 |
| Bank Of America, N.a. | Scranton, PA | Jan 2016 - Current | 8 |
| Invest Financial Corporation | Tampa, FL | Nov 2014 - Jan 2016 | 1 |
| Community Investment Services | Scranton, PA | Nov 2014 - Jan 2016 | 1 |
| Wells Fargo Advisors LLC | Scranton, PA | May 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- PA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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