Claire M Mcnamara

Current Employers

Employment History

• 01/2005 → 10/2019
  1St Global Capital Corp
  Buffalo, NY
• 10/2004 → Present
  Lumsden & Mccormick Financial Services, Llc
  Buffalo, NY
• 06/2007 → 10/2019
  1St Global Advisors, Inc.
  Buffalo, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Buffalo, NY
• 01/2005 → 09/2025
  Avantax Advisory Services
  Buffalo, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Buffalo, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Lifetime Wealth Management, An Affiliate Of Lumsden Mccormick
  Buffalo, NY

Previous Registrations

• 2021-09-08 → 2025-09-05
  Avantax Advisory Services
  Orchard Park, NY
  Buffalo, NY
  Buffalo, NY
  Dallas, TX
  Buffalo, NY

Other Businesses

1. NAME OF OTHER BUSINESS: LUMSDEN & MCCORMICK FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2005; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 36.5; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: LIFETIME WEALTH MANAGEMENT, AN AFFILIATE OF LUMSDEN MCCORMICK; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 36.5, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2005-02-14
• S63 Uniform Securities Agent State Law Examination
  1998-04-27

Other Names

• Claire Marie Radice