Patricia McNamara, financial advisor Englewood CO

Patricia McNamara

CRD Number: 1625543
Current Firm: Cherry Creek Investment Advisors Inc.

Patricia McNamara (CRD# 1625543) is an Investment Advisor Representative working at Cherry Creek Investment Advisors Inc. in Englewood, CO and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cherry Creek Investment Advisors, Inc. Denver, CO Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patricia A. McNamara
Phone Number: 303-320-5774
Registered State(s):
  • CA
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    245
    MILLIONS
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $360,479
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, FL, NE, TX

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