TrueAdvisor
TrueAdvisor
BM
BM

Brendan Mcnamara

LPL Financial LLC
21 Years of Experience
Encinitas, CA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Brendan Mcnamara is a registered investment advisor at LPL Financial LLC, based in Encinitas, CA, with 21 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

Encinitas, CA

Get directions

History

Regulatory History (2)
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
July 2013
Withdrawn
Employment Separation After Allegations
June 2013
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brendan owns rental property in West Yarmouth, MA, since May 2023. This activity is not investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2023 - Present · 3 yrs 4 mos
LPL Financial LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2013 - June 2023 · 9 yrs 11 mos
Ameriprise Financial Services, LLCBroker
July 2013 - June 2023 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2011 - July 2013 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - July 2013 · 2 yrs 4 mos
Strategic Advisers, INC.
March 2007 - March 2011 · 4 yrs
Fidelity Brokerage Services LLCBroker
October 2004 - March 2011 · 6 yrs 5 mos
State Registrations12 states
AZCACOFLHIIDINMAMTNYORTX
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.
More Advisors
More financial advisors in Encinitas, CA →All financial advisors in California →