TrueAdvisor
TrueAdvisor
RM
ChFC
RM
ChFC

Robert Mcnamara

LPL Enterprise, LLC
40 Years of Experience
Vienna, VA
1 DisclosureBroker
View SEC Summary
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Robert Mcnamara is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Vienna, VA, with 40 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

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

Location

1919 Gallows Road, Suite 100, Vienna, VA, 22182

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
December 2021 - November 2024 · 2 yrs 11 mos
Pruco Securities, LLC.Broker
August 2019 - November 2024 · 5 yrs 3 mos
Allstate Financial Services, LLCBroker
November 2017 - August 2019 · 1 yr 9 mos
MML Investors Services, LLCBroker
March 2017 - November 2017 · 8 mos
Msi Financial Services, INC.Broker
July 2014 - March 2017 · 2 yrs 8 mos
LPL Financial LLCBroker
April 2011 - July 2014 · 3 yrs 3 mos
Metlife Securities INC.Broker
December 2010 - May 2011 · 5 mos
Metlife Securities INC.Broker
May 2003 - November 2010 · 7 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
May 2003 - July 2007 · 4 yrs 2 mos
Locust Street Securities, INC.Broker
February 2002 - June 2003 · 1 yr 4 mos
Mony Securities CorporationBroker
April 2001 - March 2002 · 11 mos
Locust Street Securities, INC.Broker
November 2000 - May 2001 · 6 mos
Washington Square Securities, INC.Broker
January 1999 - November 2000 · 1 yr 10 mos
National Planning CorporationBroker
June 1996 - January 1999 · 2 yrs 7 mos
The Paul Revere Variable Annuity Insurance CompanyBroker
July 1991 - June 1996 · 4 yrs 11 mos
G. R. Phelps & CO., INC.Broker
May 1989 - December 1990 · 1 yr 7 mos
Metlife Securities INC.Broker
October 1986 - August 1988 · 1 yr 10 mos
Metropolitan Life Insurance CompanyBroker
April 1985 - August 1988 · 3 yrs 4 mos
State Registrations10 states
CTDCFLLAMAMDMENHNYVA
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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