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MJ

Michael Joseph McNamara

Investment Adviser Representative at MCNAMARA FINANCIAL SERVICES, INC.

Marshfield, MACRD #1031558Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Joseph Mcnamara has worked in the securities industry since 1982. They have passed the Series 63, 51, 24, 7, and 5 examinations. They are registered to provide investment advisory services in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/11/1982
Series 5
Interest Rate Options Examination
Passed 4/28/1983
Series 7
General Securities Representative Examination
Passed 2/20/1982
Series 51
Municipal Fund Securities Principal Examination
Passed 5/22/2003
Series 24
General Securities Principal Examination
Passed 4/29/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,0001.05%
Next to $750,0000.90%
Next to $1,000,0000.70%
Next to $1,000,000+0.35%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Mcnamara Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MCNAMARA FINANCIAL SERVICES, INC.Current
9/10/2010Marshfield, MA
COMMONWEALTH FINANCIAL NETWORK
2/15/199610/1/2010Marshfield, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MCNAMARA FINANCIAL SERVICES, INC.

3 other advisors in the directory

View MCNAMARA FINANCIAL SERVICES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Joseph 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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