Patrick Mcnamara is a CFP-designated registered investment advisor at LPL Financial LLC, based in Homer Glen, IL, with 19 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
Homer Glen, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates McNamara Wealth Management as a DBA for his LPL business since 2009. He also provides tax preparation and accounting services through McNamara & Toscano Tax Services, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations10 states
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