CM
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Carmen Mcnamara

27 Years of Experience
St. Petersburg, FL
Broker

Carmen Mcnamara is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.
March 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Morgan Stanley
November 2010 - March 2018 · 7 yrs 4 mos
Morgan StanleyBroker
June 2009 - March 2018 · 8 yrs 9 mos
Citigroup Global Markets INC.Broker
July 1998 - June 2009 · 10 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Carmen Mcnamara - Financial Advisor | TrueAdvisor