Francis Mcnamara
Francis Mcnamara is a registered investment advisor at LPL Financial LLC, based in West Roxbury, MA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1920 Centre St., West Roxbury, MA, 02132
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Francis is involved in several investment-related activities, including roles at Rockland Trust Financial Services, Broker Services Marketing Group, Rockland Trust Investment Management Group, and RT Investment Services. He dedicates full-time hours to RT Investment Services and a few hours per week to Broker Services Marketing Group, where he is an agent for non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Leaders Group, INC.Broker
Foresters Financial Services, INC.Broker
Cohen & Steers Securities, LLCBroker
Alps Distributors, INC.Broker
Foreside Fund Services, LLCBroker
Capital Brokerage CorporationBroker
Mfc Global Investment Management (U.S.), LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Commonwealth Financial NetworkBroker
State Registrations7 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.