Patrick Austin 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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-10-01
IL	RA	APPROVED	2009-09-10

TX RA
APPROVED

Since 2015-10-01
IL RA
APPROVED

Since 2009-09-10

Branch Locations

Homer Glen, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Homer Glen	IL	09/2009	Present

09/2009 → Present

Lpl Financial Llc

Homer Glen, IL

Previous Registrations

2006-08-08 → 2009-09-17

Ameriprise Financial Services, Llc

Chicago, IL

Other Businesses

1. 09/03/2009 - McNamara Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/22/2016: McNamara & Toscano Tax Services - Investment Related - 13850 Stonebridge Woods Xing, Homer Glen, IL 60491 & 926 Aspen Drive, Lombard, IL 60148. - Tax Prep/Accounting/CPA - Started 01/06/2016 - 20 Hours Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-07

S66 Uniform Combined State Law Examination

2006-08-07

Designations

Certified Financial Planner

Other Names

Patrick Austin Mcnamara
Patrick Austin Mcnamara, Cpa

View on SEC IAPD