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Alyssa Mcnamara Reed

MCNAMARA FINANCIAL SERVICES, INC.·MARSHFIELD, Massachusetts
Series 6, Series 63, Series 65CFPClean record19 years registeredMCNAMARA FINANCIAL SERVICES, INC.
1020 PLAIN STREET, MARSHFIELD, MA 02050CRD# 4948980Firm CRD# 154311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alyssa Mcnamara Reed · MARSHFIELD, MA
Registration
CRD #4948980 · MCNAMARA FINANCIAL SERVICES, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

MCNAMARA FINANCIAL SERVICES, INC.
Sep 2010 – present
COMMONWEALTH FINANCIAL NETWORK
Jan 2007 – Oct 2010
MARSHFIELD, MA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · January 9, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCNAMARA FINANCIAL SERVICES, INC.
CRD 154311 · SEC 801-71682
AUM
$605M
Regulatory assets under management
Employees
11
2,594 client accounts
Services offered by MCNAMARA FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCNAMARA FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Alyssa Mcnamara Reed offer?
Alyssa Mcnamara Reed specializes in Financial Planning, Investment Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Alyssa Mcnamara Reed's credentials?
Alyssa Mcnamara Reed holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alyssa Mcnamara Reed located?
Alyssa Mcnamara Reed is based in MARSHFIELD, Massachusetts, working with MCNAMARA FINANCIAL SERVICES, INC.. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Alyssa Mcnamara Reed charge for services?
Alyssa Mcnamara Reed'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 MCNAMARA FINANCIAL SERVICES, INC.?
MCNAMARA FINANCIAL SERVICES, INC. has approximately 11 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCNAMARA FINANCIAL SERVICES, INC.

Michael Joseph Mcnamara
MARSHFIELD, MA
CFP
Justin Jacobson Mcnamara
MARSHFIELD, MA
CFP

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