Ricardo Joao Ferreira

Current Employers

Employment History

• 02/2009 → 11/2016
  Pruco Securities Llc
  Doylestown, PA
• 02/2009 → 11/2016
  The Prudential Insurance Company Of America
  Doylestown, PA
• 06/2011 → Present
  Mcnamara Fin. Grp, Ins & Fin Svcs
  Doylestown, PA
• 01/2017 → Present
  Lpl Financial, Llc
  Doylestown, PA
• 01/2017 → Present
  Great Valley Advisor Group, Inc
  Doylestown, PA

Previous Registrations

• 2010-01-08 → 2017-01-10
  Pruco Securities, Llc.
  Warrington, PA
  Doylestown, PA

Other Businesses

1. 01/06/2017 - MCNAMARA FINANCIAL GROUP/ NON-VARIABLE INSURANCE/ 5%/ DOYLESTOWN, PA 2. 01/06/2017 - MCNAMARA FINANCIAL GRP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ DOYLESTOWN, PA. 3. 1/11/2017 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2017 - 160 Hours Per Month - Time Spent 100% - 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 160 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. 2/1/2017 - Great Valley Advisor Group, Inc. - DBA: McNamara Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/2017 - 180 Hours Per Month/6 Hours During Securities Trading - Time Spent 95% - 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 180 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. 5. 07/18/2022 - Paragon Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 160 Hours Per Month/6 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-22
• S63 Uniform Securities Agent State Law Examination
  2009-03-13

Other Names

• Ricardo J Ferreira