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Robert James McNamara

LPL Enterprise, LLC

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About Robert James McNamara

Robert McNamara is an investment advisor representative with LPL Enterprise, LLC. Robert has been in the securities industry since August 4, 1986. Robert has a Series 6 and Series 63 license as well as the SIE designation. Robert specializes in providing financial planning, portfolio management, and educational seminars for both businesses and individuals. Robert previously worked for Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, MML Investors Services, LLC, and MetLife Securities Inc.

Firm Information

Robert McNamara is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert McNamara’s Registration & Firm History

MA

11/14/2024 - Present

LPL Enterprise, LLC (MARLBOROUGH MA)

MA

11/15/2017 - 08/28/2019

ALLSTATE FINANCIAL SERVICES, LLC (Shrewsbury MA)

MA

03/25/2017 - 11/03/2017

MML INVESTORS SERVICES, LLC (WORCESTER MA)

MA

07/18/2014 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (WORCESTER MA)

MA

04/29/2011 - 07/29/2014

LPL FINANCIAL LLC (SOUTHBOROUGH MA)

MA

12/02/2010 - 05/09/2011

METLIFE SECURITIES INC. (HOLYOKE MA)

MA

05/29/2003 - 11/30/2010

METLIFE SECURITIES INC. (HOLYOKE MA)

CT

05/29/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WETHERSFIELD CT)

IA

02/20/2002 - 06/04/2003

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

04/30/2001 - 03/22/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

IA

11/29/2000 - 05/01/2001

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

CT

01/22/1999 - 11/28/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CA

06/12/1996 - 01/22/1999

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

MA

07/09/1991 - 06/06/1996

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)

NA

05/25/1989 - 12/31/1990

G. R. PHELPS & CO., INC.

NA

10/27/1986 - 08/30/1988

METLIFE SECURITIES INC.

NA

04/19/1985 - 08/30/1988

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 01/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert James McNamara. Review regulatory record here.
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