Aida Shahid McNamara
Investment Adviser Representative at Mutual OF Omaha Investor Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aida Shahid Mcnamara is an investment adviser representative with Mutual of Omaha Investor Services, Inc. in Camarillo, CA, where they have been registered since 2007. They have worked in the securities industry since 1988 and have been registered with 6 firms, including SUN Investment Services Company and G. R. Phelps & Co., Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 6 (investment company and variable products), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mutual/united OF Omaha Insurance CompanyMar 1992 – no end date reportedBurbank, CA
- Mutual OF Omaha Investor Services, Inc.Mar 1992 – no end date reportedLos Angeles, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mutual OF Omaha Investor Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Saving for retirement and other important goals, reviewing current savings strategies, taking advantage of different account types and investment options, planning retirement income, employee benefits guidance, strategies for business owners, and estate and legacy planning.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 279
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Omaha, NE
- SEC file number:
- 801-61332
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Mutual OF Omaha Investor Services, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aida Shahid McNamara has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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