Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis McNamara has been in the financial services industry since 1998. Francis is currently registered with LPL Financial LLC as an investment advisor representative and a registered representative. Francis is also registered as an investment advisor representative in Louisiana and Texas. Previously, Francis worked for CETERA INVESTMENT SERVICES LLC, CAPITAL ONE INVESTING, LLC, CAPITAL ONE INVESTMENT SERVICES LLC, CAPITAL ONE INVESTMENTS, LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Francis has a wide range of experience in the financial services industry, including portfolio management, financial planning, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
03/12/2024 - Present
LPL Financial LLC (SULPHUR LA)
LA
01/06/2016 - 03/11/2024
CETERA INVESTMENT SERVICES LLC (SULPHUR LA)
LA
01/02/2015 - 01/08/2016
CAPITAL ONE INVESTING, LLC (SULPHUR LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (SULPHUR LA)
LA
11/20/2000 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (SULPHUR LA)
MA
06/01/1998 - 11/14/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/01/1998 - 11/14/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Francis McNamara is the right advisor for you? Invested Better is here to help.
