Charles Joseph Mcnamara

Current Employers

Employment History

• 01/2001 → 01/2017
  Pruco Securities, Llc
  Doylestown, PA
• 01/2001 → 01/2017
  The Prudential Insurance Company Of America
  Doylestown, PA
• 01/1993 → 01/2017
  Pruco Securities Llc
  Bensalem, PA
• 01/2017 → Present
  Lpl Financial, Llc
  Doylestown, PA
• 01/2017 → Present
  Great Valley Advisor Group, Inc
  Doylestown, DE

Previous Registrations

• 2010-08-19 → 2017-01-11
  Pruco Securities, Llc.
  Warrington, PA
  Doylestown, PA
  Chalfont, PA
  Warrington, PA

Other Businesses

1.01/06/2017; Employee Benefit Partner, LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/01/2016; 20hrs/mth; 2.5hrs during trading 2.01/11/2017; Great Valley Advisor Group, Inc.; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/01/2017; 200hrs/mth; 6.5hrs during trading; I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.03/15/2017; McNamara Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/01/2017; 200hrs/mth; 6.5hrs during trading; I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.07/28/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Paragon Wealth Management; Investment Related; at Reported Business Location(s); Start Date 09/01/2022; 40hrs/mth; 40hrs during trading 5.10/25/2022; Paragon Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 09/01/2022; 40hrs/mth; 40hrs during trading; I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6.08/13/2026; Paragon Accounting and Tax; Tax Prep/Accounting/CPA; Not Investment Related; Doylestown,PA; Start Date 07/01/2026; 10hrs/mth; 2hrs during trading 7.08/25/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name McNamara Financial Grp; Investment Related; at Reported Business Location(s); Start Date 09/05/2016; 200hrs/mth; 6.5hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-22
• S63 Uniform Securities Agent State Law Examination
  2001-02-14