David McMenamin, financial advisor Tucson AZ
96 score

David McMenamin

CRD Number: 1236384
Current Firm: Cetera Advisor Networks LLC

David McMenamin (CRD# 1236384) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Tucson, AZ and has over 19 years of experience in the finance industry. David McMenamin 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks, LLC El Segundo, CA Jan 2017 - Current 1
Cwm, LLC Omaha, NE Jan 2015 - Current 3
Horizon Financial Group, LLC Tucson, AZ Aug 2001 - Current 16
Lpl Financial, Llc (formerly: Linsco Private Ledger) Tucson, AZ Aug 2001 - Jan 2017 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: 310-326-3100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
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, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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