Michelle Mcnamara is a CFP-designated registered investment advisor, based in Raleigh, NC, with 4 years of industry experience.
Location
434 Fayetteville Street, 4th Floor, Raleigh, NC, 27601
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Investment Services, INC.
November 2025 - Present · 10 mos
Truist Investment Services, INC.Broker
November 2025 - Present · 10 mos
Truist Advisory Services, INC.
September 2025 - Present · 1 yr
Previous Registrations
Lincoln Investment
September 2013 - June 2017 · 3 yrs 9 mos
Capital Analysts
September 2013 - June 2017 · 3 yrs 9 mos
Lincoln InvestmentBroker
September 2013 - June 2017 · 3 yrs 9 mos
Northwestern Mutual Investment Services,llc
December 2012 - May 2013 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2012 - May 2013 · 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.