Brendan Flynn Mcnamara

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 06/2023
  Ameriprise Financial Services, Inc.
  San Diego, CA
• 06/2023 → Present
  Lpl Financial
  Encinitas, CA

Previous Registrations

• 2013-07-31 → 2023-06-29
  Ameriprise Financial Services, Llc
  San Diego, CA
  San Diego, CA
• 2011-03-04 → 2013-07-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rancho Santa Fe, CA
• 2007-03-06 → 2011-03-14
  Strategic Advisers Llc
  San Diego, CA
  Boston, MA

Other Businesses

1) 05/19/2023 - Rental Property - Not Investment Related - West Yarmouth, MA - Start: 05/2023

Exams

• S66 Uniform Combined State Law Examination
  2007-02-20
• S63 Uniform Securities Agent State Law Examination
  2004-09-29

Other Names

• Brendan Mcnamara
• Brendan Flynn Mcnamara