David McMenamin, financial advisor Tucson AZ
93 score

David McMenamin

CRD Number: 1236384
Current Firm: Cwm, LLC

David McMenamin (CRD# 1236384) is an Investment Advisor Representative working at Cwm, LLC in Tucson, AZ and has over 18 years of experience in the finance industry.

Similar Advisors
Sherry Hall, financial advisor Tucson AZ
Sherry Hall
CRD# 1445361
First Allied Advisory Services, Inc.
Score
103
Similar Advisors
Derek Patla, financial advisor Tucson AZ
Derek J. Patla
CRD# 2955807
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
98
Similar Advisors
Mary Ahearn, financial advisor Tucson AZ
Mary E. Ahearn
CRD# 861820
Cuso Financial Services, LP
Score
96
Company Name Location Dates Years
Cwm, LLC Omaha, NE Jan 2015 - Current 1
Lpl Financial, Llc (formerly: Linsco Private Ledger) Tucson, AZ Aug 2001 - Current 15
Horizon Financial Group, LLC Tucson, AZ Aug 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for David J. McMenamin
Phone Number: 402-330-0808
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from David McMenamin and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.