Unclaimed Profile

Julie Kay Mcnamara

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC·COLORADO SPRINGS, Colorado

Clean recordFIRST AFFIRMATIVE FINANCIAL NETWORK LLC

5475 MARK DABLING BOULEVARD, COLORADO SPRINGS, CO 80918CRD# 2342203Firm CRD# 109036

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Kay Mcnamara · COLORADO SPRINGS, CO

Registration

CRD #2342203 · FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julie Kay Mcnamara is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

AUM

$564M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2342203

Firm CRD# 109036

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Kay Mcnamara offer?

Julie Kay Mcnamara specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Julie Kay Mcnamara's credentials?

Julie Kay Mcnamara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Kay Mcnamara located?

Julie Kay Mcnamara is based in COLORADO SPRINGS, Colorado, working with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Julie Kay Mcnamara charge for services?

Julie Kay Mcnamara's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST AFFIRMATIVE FINANCIAL NETWORK LLC?

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC has approximately 22 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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