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Aida Mcnamara

Mutual of Omaha Investor Services, INC.
38 Years of Experience
Los Angeles, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Aida Mcnamara is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Los Angeles, CA, with 38 years of industry experience. Aida is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.

Mutual of Omaha Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
281 advisors
Number of Clients
7,025 clients
Average Client Portfolio
$5K average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10880 Wilshire Boulevard, Suite 2222, Los Angeles, CA, 90024

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History

Regulatory History (1)
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Customer Dispute
September 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Aida has been an insurance agent since 1984, selling life, health, annuities, group, property, and casualty insurance. She also receives rental income from a property in Sherman Oaks, CA, and operates under the DBA Eagles Club.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
January 2007 - Present · 19 yrs 9 mos
Mutual of Omaha Investor Services, INC.Broker
June 1992 - Present · 34 yrs 4 mos
Previous Registrations
Sun Investment Services CompanyBroker
May 1990 - March 1992 · 1 yr 10 mos
G. R. Phelps & CO., INC.Broker
February 1989 - June 1990 · 1 yr 4 mos
Metlife Securities INC.Broker
May 1988 - September 1988 · 4 mos
Metropolitan Life Insurance CompanyBroker
May 1988 - September 1988 · 4 mos
Mutual of Omaha Fund Management CompanyBroker
December 1985 - December 1986 · 1 yr
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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