Charles J. Mcnamara
GREAT VALLEY ADVISOR GROUP | FOUNDING PARTNER, FINANCIAL ADVISOR
Doylestown, PA 18901
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CRD#: 4346046
Professional summary
Charles Joseph Mcnamara III is a registered financial advisor currently at GREAT VALLEY ADVISOR GROUP, LLC located in Doylestown, Pennsylvania and LPL FINANCIAL LLC located in Doylestown, Pennsylvania.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Charles has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Biography
Charles J. McNamara, III (Charlie) is a 20-year veteran of the financial services industry. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to the financial field. Charlie began his career as a financial advisor with Prudential Financial in 2001. His hard work and dedication landed him a promotion to management in only 3 years. In 2007, Charlie launched his own practice, joined by trusted colleague and partner Ricardo J. Ferreira in 2011, and later partner, Phil Rosenau, to ultimately form Paragon Wealth Management. Charlie has a passion for working with clients one-on-one, to find specialized solutions in order to help them pursue their financial goals. This helps drive Paragon Wealth Management’s client-focused mission and continued success.
Born and raised in Doylestown Borough. Charlie is husband to wife, Lisa, who is co-owner of local salon Moxie, and proud father of his daughter, Carissa, two dogs, and a cat. He enjoys weightlifting, running, golfing, fishing, and giving back to the community through his church, Our Lady of Mt. Carmel, and local organizations, such as the Travis Manion Foundation.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 01/06/2017 - EMPLOYEE BENEFIT PARTNER, LLC/ NON-VARIABLE INSURANCE/ 5%/ DOYLESTOWN, PA 2. 01/06/2017 - MCNAMARA FINANCIAL GRP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ DOYLESTOWN, PA. 3. 1/11/2017 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2017 - 200 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 99% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 3/15/2017 - Great Valley Advisor Group, Inc. - DBA: McNamara Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/2017 - 200 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 95% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 07/28/2022 - Paragon Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading. 6. 10/25/2022 - Great Valley Advisor Group, Inc. - DBA: Paragon Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 09/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Joseph Mcnamara III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2017 - Present
GREAT VALLEY ADVISOR GROUP, LLC
Office #1: 515 N Main Street First Floor, Doylestown, PA 18901RIA
CRD#: 123913
Doylestown, PA
Current
January 6, 2017 - Present
LPL FINANCIAL LLC
Office #1: 515 North Main St., Doylestown, PA 18901RIA
BD
CRD#: 6413
Doylestown, PA
Past
August 19, 2010 - January 11, 2017
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
DOYLESTOWN, PA
Past
February 8, 2001 - January 11, 2017
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
DOYLESTOWN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GREAT VALLEY ADVISOR GROUP, LLC
AFFIRMATIVE WEALTH PARTNERS | WOITA & ASSOCIATES | WILLOW RIVER WEALTH MANAGEMENT | WEDDINGTON ADVISORS | WEALTH RIDGE PLANNING | WAITE WEALTH MANAGEMENT | VALOR ASSET MANAGEMENT OF GREAT VALLEY ADVISOR GROUP | VALOR ASSET MANAGEMENT | US WEALTH ROPELEWSKI | US WEALTH QUIRK | US WEALTH OMAN | US WEALTH MANAGEMENT NEWPORT | US WEALTH MANAGEMENT NEW HAVEN | US WEALTH MANAGEMENT | US WEALTH HOWE | US WEALTH FARMINGTON VALLEY | US WEALTH CRAWFORD | US WEALTH CLARKE | US WEALTH BRAINTREE | UNION ADVISORS | U ADVISORS | TWO RIVERS WEALTH MANAGEMENT | TREND WISE WEALTH | TREASURE COAST WEALTH | THOMPSON FINANCIAL | THE RIDGEVIEW GROUP WEALTH MANAGEMENT | THE READY GROUP | THE NEXT LEVEL PLANNING & WEALTH MANAGEMENT | THE CAPITAL LEGACY, LLC | SWAN WEALTH MANAGEMENT GROUP, INC. | STRAIGHT FORWARD FINANCIAL | STONECREEK WEALTH MANAGEMENT | STONECREEK FINANCIAL | STONEBRIDGE WEALTH MANAGEMENT | SMILER FINANCIAL | SIMPLIFIED FINANCIAL LLC | SENTIENT WEALTH GROUP | SAPPHIRE WEALTH ADVISORY, INC. | SALT FINANCIAL, LLC | SALT FINANCIAL GROUP LLC | ROSENAU FINANCIAL ADVISORS | ROPE FINANCIAL | ROCK ISLAND FINANCIAL | PURSUIT WEALTH MANAGEMENT | PRESTIGE WEALTH PARTNERS LLC | PETERS FINANCIAL PLANNING CORPORATION | PEAKHAVEN ASSET MANAGEMENT | PARAGON WEALTH MANAGEMENT | P.M.A WEALTH MANAGEMENT | OPULENCE WEALTH MANAGEMENT | OPTIMAL WEALTH SERVICES | OC WEALTH MANAGEMENT, INC. | OAKPOINT WEALTH MANAGEMENT | NORTH POINT ADVISOR GROUP | NEXA FINANCIAL GROUP | NEW PERSPECTIVE FINANCIAL GROUP | NAUTIC FINANCIAL GROUP, LLC. | MILLSTONE WEALTH MANAGEMENT | MERIDIAN RETIREMENT PLANNING SERVICES | MERIDIAN FINANCIAL SERVICES | MDA WEALTH MANAGEMENT | MARON FINANCIAL SOLUTIONS | KNIGHT WEALTH MANAGEMENT, INC. | KAVE FAMILY FINANCIAL | KARP FINANCIAL SERVICES INC. | JUPITER WEALTH PLANNING | JERVEY GENESIS WEALTH MANAGEMENT SOLUTIONS | JEFFRUB WEALTH MANAGEMENT | J W JOSEPHS FINANCIAL | INNOVATIVE PLANNING GROUP - IPG | HART WEALTH MANAGEMENT | HARDING CAPITAL MANAGEMENT, LLC | HAAS FINANCIAL GROUP | GVA WEALTH MANAGEMENT | GVA RETIREMENT PARTNERS | GVA ASSET MANAGEMENT | GRIFFITHS FINANCIAL SERVICES | GREAT VALLEY WEALTH MANAGEMENT | GREAT VALLEY ADVISORS RETIREMENT PARTNERS | GREAT VALLEY ADVISORS 401K CONSULTING | GREAT VALLEY ADVISOR GROUP, LLC | GREAT VALLEY ADVISOR GROUP, INC. | GREAT VALLEY ADVISOR GROUP | GORNITZKY SAGE WEALTH MANAGEMENT GROUP, INC. | GAINES FINANCIAL GROUP | FORMATION FINANCIAL | FLEISCHAUER FINANCIAL MANAGEMENT, INC. | FITCH AND STRONG GROUP | FIRST LIGHT FINANCIAL | ENDEAVR WEALTH PLANNING | DSB ROCK ISLAND WEALTH MANAGEMENT, LLC. | DOYLESTOWN WEALTH MANAGEMENT, INC. | DOWNINGTOWN FINANCIAL | DIVERSIFIED WEALTH MANAGEMENT OF OK, LLC | COVINGTON ALSINA | CORNERSTONE PORTFOLIOS, LLC | CONSILIUM PRIVATE WEALTH | CLINTON WEALTH MANAGEMENT | CLEAR WEALTH PLANNING SOLUTIONS | CHRIS SMITH WEALTH MANAGEMENT | CHEW FINANCIAL GROUP | CHESTER SPRINGS FINANCIAL GROUP, LLC | CHESAPEAKE FINANCIAL PARTNERS | CAPPY'S FINANCIAL PLANNING LLC | CAPELLA WEALTH MANAGEMENT | BOYAR WEALTH MANAGEMENT, INC. | BLOSSOM FINANCIAL | BIG HORN FINANCIAL SERVICES, LLC | BEYOND WEALTH FINANCIAL ADVISORS | BERNICKE WEALTH MANAGEMENT - WOODBURY | BERNICKE WEALTH MANAGEMENT | BAY STREET WEALTH PARTNERS | BAVIELLO INVESTMENT MANAGEMENT | BANTZ FINANCIAL GROUP | BALANCED INVESTMENT STRATEGIES, INC. | ARTHUR LEA INVESTMENTS | AMERICAN WEALTH EXECUTIVES, LLC | AMERICAN WEALTH EXECUTIVES LLC | ALLIANCE WEALTH MANAGEMENT, INC. | ALLEN FINANCIAL SERVICES | ALAN PETER & ASSOCIATES
CRD#: 123913 / SEC#: 801-72270
RIA
Registered Investment Advisory firm - (4/8/2011 Approved)Delaware
Registered Investment Advisory firm - (4/12/2011 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2011 Terminated)New Jersey
Registered Investment Advisory firm - (4/13/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(3/20/2017)
RR
Florida(1/5/2022)
IAR
Iowa(12/18/2023)
RR
Maryland(9/12/2025)
RR
Massachusetts(1/6/2017)
RR
New Jersey(1/6/2017)
IAR
New Jersey(12/12/2023)
RR
New York(3/14/2024)
RR
North Carolina(8/7/2019)
IAR
North Carolina(12/12/2023)
RR
Pennsylvania(1/6/2017)
IAR
Pennsylvania(1/6/2017)
RR
Texas(1/6/2017)
IAR
Texas(12/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GV
GREAT VALLEY ADVISOR GROUP, LLC
AFFIRMATIVE WEALTH PARTNERS | WOITA & ASSOCIATES | WILLOW RIVER WEALTH MANAGEMENT | WEDDINGTON ADVISORS | WEALTH RIDGE PLANNING | WAITE WEALTH MANAGEMENT | VALOR ASSET MANAGEMENT OF GREAT VALLEY ADVISOR GROUP | VALOR ASSET MANAGEMENT | US WEALTH ROPELEWSKI | US WEALTH QUIRK | US WEALTH OMAN | US WEALTH MANAGEMENT NEWPORT | US WEALTH MANAGEMENT NEW HAVEN | US WEALTH MANAGEMENT | US WEALTH HOWE | US WEALTH FARMINGTON VALLEY | US WEALTH CRAWFORD | US WEALTH CLARKE | US WEALTH BRAINTREE | UNION ADVISORS | U ADVISORS | TWO RIVERS WEALTH MANAGEMENT | TREND WISE WEALTH | TREASURE COAST WEALTH | THOMPSON FINANCIAL | THE RIDGEVIEW GROUP WEALTH MANAGEMENT | THE READY GROUP | THE NEXT LEVEL PLANNING & WEALTH MANAGEMENT | THE CAPITAL LEGACY, LLC | SWAN WEALTH MANAGEMENT GROUP, INC. | STRAIGHT FORWARD FINANCIAL | STONECREEK WEALTH MANAGEMENT | STONECREEK FINANCIAL | STONEBRIDGE WEALTH MANAGEMENT | SMILER FINANCIAL | SIMPLIFIED FINANCIAL LLC | SENTIENT WEALTH GROUP | SAPPHIRE WEALTH ADVISORY, INC. | SALT FINANCIAL, LLC | SALT FINANCIAL GROUP LLC | ROSENAU FINANCIAL ADVISORS | ROPE FINANCIAL | ROCK ISLAND FINANCIAL | PURSUIT WEALTH MANAGEMENT | PRESTIGE WEALTH PARTNERS LLC | PETERS FINANCIAL PLANNING CORPORATION | PEAKHAVEN ASSET MANAGEMENT | PARAGON WEALTH MANAGEMENT | P.M.A WEALTH MANAGEMENT | OPULENCE WEALTH MANAGEMENT | OPTIMAL WEALTH SERVICES | OC WEALTH MANAGEMENT, INC. | OAKPOINT WEALTH MANAGEMENT | NORTH POINT ADVISOR GROUP | NEXA FINANCIAL GROUP | NEW PERSPECTIVE FINANCIAL GROUP | NAUTIC FINANCIAL GROUP, LLC. | MILLSTONE WEALTH MANAGEMENT | MERIDIAN RETIREMENT PLANNING SERVICES | MERIDIAN FINANCIAL SERVICES | MDA WEALTH MANAGEMENT | MARON FINANCIAL SOLUTIONS | KNIGHT WEALTH MANAGEMENT, INC. | KAVE FAMILY FINANCIAL | KARP FINANCIAL SERVICES INC. | JUPITER WEALTH PLANNING | JERVEY GENESIS WEALTH MANAGEMENT SOLUTIONS | JEFFRUB WEALTH MANAGEMENT | J W JOSEPHS FINANCIAL | INNOVATIVE PLANNING GROUP - IPG | HART WEALTH MANAGEMENT | HARDING CAPITAL MANAGEMENT, LLC | HAAS FINANCIAL GROUP | GVA WEALTH MANAGEMENT | GVA RETIREMENT PARTNERS | GVA ASSET MANAGEMENT | GRIFFITHS FINANCIAL SERVICES | GREAT VALLEY WEALTH MANAGEMENT | GREAT VALLEY ADVISORS RETIREMENT PARTNERS | GREAT VALLEY ADVISORS 401K CONSULTING | GREAT VALLEY ADVISOR GROUP, LLC | GREAT VALLEY ADVISOR GROUP, INC. | GREAT VALLEY ADVISOR GROUP | GORNITZKY SAGE WEALTH MANAGEMENT GROUP, INC. | GAINES FINANCIAL GROUP | FORMATION FINANCIAL | FLEISCHAUER FINANCIAL MANAGEMENT, INC. | FITCH AND STRONG GROUP | FIRST LIGHT FINANCIAL | ENDEAVR WEALTH PLANNING | DSB ROCK ISLAND WEALTH MANAGEMENT, LLC. | DOYLESTOWN WEALTH MANAGEMENT, INC. | DOWNINGTOWN FINANCIAL | DIVERSIFIED WEALTH MANAGEMENT OF OK, LLC | COVINGTON ALSINA | CORNERSTONE PORTFOLIOS, LLC | CONSILIUM PRIVATE WEALTH | CLINTON WEALTH MANAGEMENT | CLEAR WEALTH PLANNING SOLUTIONS | CHRIS SMITH WEALTH MANAGEMENT | CHEW FINANCIAL GROUP | CHESTER SPRINGS FINANCIAL GROUP, LLC | CHESAPEAKE FINANCIAL PARTNERS | CAPPY'S FINANCIAL PLANNING LLC | CAPELLA WEALTH MANAGEMENT | BOYAR WEALTH MANAGEMENT, INC. | BLOSSOM FINANCIAL | BIG HORN FINANCIAL SERVICES, LLC | BEYOND WEALTH FINANCIAL ADVISORS | BERNICKE WEALTH MANAGEMENT - WOODBURY | BERNICKE WEALTH MANAGEMENT | BAY STREET WEALTH PARTNERS | BAVIELLO INVESTMENT MANAGEMENT | BANTZ FINANCIAL GROUP | BALANCED INVESTMENT STRATEGIES, INC. | ARTHUR LEA INVESTMENTS | AMERICAN WEALTH EXECUTIVES, LLC | AMERICAN WEALTH EXECUTIVES LLC | ALLIANCE WEALTH MANAGEMENT, INC. | ALLEN FINANCIAL SERVICES | ALAN PETER & ASSOCIATES
CRD#: 123913 / SEC#: 801-72270
RIA
Registered Investment Advisory firm - (4/8/2011 Approved)Delaware
Registered Investment Advisory firm - (4/12/2011 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2011 Terminated)New Jersey
Registered Investment Advisory firm - (4/13/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Pennsylvania Ave Suite 202, Wilmington, DE 19806
Mailing Address
Phone number
(302) 483-7200
Established
Firm type
Fiscal year end
# of Employees
333
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 33,099 |
| AUM (Assets Under Management) | $ 9,732,148,499 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GREAT VALLEY ADVISOR GROUP, LLC
FOUNDING PARTNER, FINANCIAL ADVISORCRD#: 123913Doylestown, PA 18901TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
