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Robert Charles Mcnamara

ADVISORS ASSET MANAGEMENT, INC.·MONUMENT, Colorado
SIE, Series 7, Series 24ADVISORS ASSET MANAGEMENT, INC.
18925 BASE CAMP ROAD, MONUMENT, CO 80132CRD# 2265046Firm CRD# 46727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Charles Mcnamara · MONUMENT, CO
Registration
CRD #2265046 · ADVISORS ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
ADVISORS ASSET MANAGEMENT, INC.
CRD 46727 · SEC 801-62731
AUM
$3.9B
Regulatory assets under management
Employees
272
1,767 client accounts
Services offered by ADVISORS ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at ADVISORS ASSET MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Robert Charles Mcnamara offer?
Robert Charles Mcnamara specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MONUMENT, Colorado for a consultation.
What are Robert Charles Mcnamara's credentials?
Robert Charles Mcnamara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Charles Mcnamara located?
Robert Charles Mcnamara is based in MONUMENT, Colorado, working with ADVISORS ASSET MANAGEMENT, INC.. Their office serves clients in the MONUMENT metropolitan area and surrounding communities.
How does Robert Charles Mcnamara charge for services?
Robert Charles Mcnamara's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISORS ASSET MANAGEMENT, INC.?
ADVISORS ASSET MANAGEMENT, INC. has approximately 272 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADVISORS ASSET MANAGEMENT, INC.

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Scott Irvin Colyer
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Jeffrey Kurtis Opie
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John Scott Radtke
MONUMENT, CO
Michael Roy Boyle
MONUMENT, CO
CFA

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