Stephen Mcnamara
Stephen Mcnamara is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in York, PA, with 30 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
555 Ryan Run Rd., Suite 201F, York, PA, 17404
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2005Employment Separation After Allegations
July 2005Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent for various companies through McNamara Financial since 2008, dedicating a few hours per week. He is also an advisory representative of a RIA through CIRA since 2021, spending about half his time managing client assets or preparing financial plans for a fee.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Jefferson Pilot Securities CorporationBroker
Pruco Securities, LLC.Broker
State Registrations4 states
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.