Francis McNamara (CRD# 4871351) is an Investment Advisor Representative working at Lpl Financial LLC in West Roxbury, MA and has over 18 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | West Roxbury, MA | Aug 2021 - Current | 2 |
| Rockland Trust | West Roxbury, MA | Aug 2021 - Current | 2 |
| The Leaders Group, Inc. | Littleton, CO | Mar 2020 - Aug 2021 | 1 |
| Wealthvest Marketing, Inc. | Bozeman, MT | Sep 2019 - Aug 2021 | 1 |
| Unemployed | Cohasset, MA | Jan 2019 - Sep 2019 | < 1 |
| Foresters Financial Services, Inc. | Edison, NJ | Jan 2016 - Dec 2018 | 2 |
| Cohen & Steers Capital Management, Inc. | New York, NY | Mar 2013 - Jan 2016 | 2 |
| Cohen & Steers Securities, LLC | New York, NY | Mar 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- MA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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