Unclaimed Profile

Michael Joseph Mcnamara

MCNAMARA FINANCIAL SERVICES, INC.·MARSHFIELD, Massachusetts

Series 5, Series 7, Series 24, Series 51, Series 63CFP30 years registeredMCNAMARA FINANCIAL SERVICES, INC.

1020 PLAIN STREET, MARSHFIELD, MA 02050CRD# 1031558Firm CRD# 154311

Profile Verification

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

Identity

Michael Joseph Mcnamara · MARSHFIELD, MA

Registration

CRD #1031558 · MCNAMARA FINANCIAL SERVICES, INC. · 30 years registered

Brand Profile

Not yet started

Career History

MCNAMARA FINANCIAL SERVICES, INC.

Sep 2010 – present

COMMONWEALTH FINANCIAL NETWORK

Feb 1996 – Oct 2010

MARSHFIELD, MA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · February 15, 1996

Years registered · 30

Professional designation · CFP

Disclosure History

1992Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MCNAMARA FINANCIAL SERVICES, INC.

CRD 154311 · SEC 801-71682

AUM

$605M

Regulatory assets under management

Employees

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. →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MARSHFIELD?

Browse all registered financial advisors in MARSHFIELD, Massachusetts or claim this profile if it's yours.

Browse MARSHFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Joseph Mcnamara offer?

Michael Joseph Mcnamara specializes in Financial Planning, Investment Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.

What are Michael Joseph Mcnamara's credentials?

Michael Joseph Mcnamara holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Joseph Mcnamara located?

Michael Joseph Mcnamara 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 Michael Joseph Mcnamara charge for services?

Michael Joseph 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 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →