Charles Alexander Macnamara
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Charles Alexander Macnamara? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCDec 2024 to now
- UnemployedMay 2024 to Dec 2024
- Bank of America, N.A.Dec 2022 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to May 2024
- BNY Mellon Securities CorporationMay 2021 to Sep 2022
- Equitable Advisors, LLCSep 2019 to Feb 2021
- AXA Advisors, LLCSep 2019 to Jun 2020
- AXA Advisors D.B.A Lionheart WealthJan 2019 to Aug 2019
- Student @ Pace UniversityAug 2018 to Jan 2019
- Take Me To the WaterJun 2018 to Aug 2018
- Valufinder GroupJun 2017 to May 2018
- Student @ Pace UniversityAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7180130
- Firm CRD
- 8733