Larry S. Mcnamara

PARAKLETE FINANCIAL

HARRISBURG, AR

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CRD#: 5317022

Professional summary

Larry Stephen Mcnamara, who also goes by L. Stephen Mcnamara, Stephen Mcnamara, is a registered financial advisor currently at PARAKLETE FINANCIAL, INC. located in Harrisburg, Arkansas.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Larry has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

L. Stephen Mcnamara | Stephen Mcnamara

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.) NAME OF OBA: 3GS SERVICES, LLC; ADDRESS OF OBA: HARRISBURG, AR 72432; NATURE: GENERAL MAINTENANCE LANDSCAPING; INVESTMENT RELATED: NO; TITLE WITH OBA: CFO; DUTIES: ACCOUNTANT AND CFO; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Stephen Mcnamara'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®

None

Experience

Current

April 15, 2024 - Present

PARAKLETE FINANCIAL, INC.

RIA

CRD#: 142323

HARRISBURG, AR

Past

November 12, 2008 - October 2, 2015

MCNAMARA FINANCIAL PLANNING, LLC

RIA

CRD#: 147974

JONESBORO, AR

Past

May 15, 2007 - April 8, 2008

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

JONESBORO, AR

Past

April 17, 2007 - April 19, 2007

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

JONESBORO, AR

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.

Highlighted states indicate IAR registrations

IAR

Alaska
(12/9/2024)

IAR

Arkansas
(7/8/2024)

IAR

Georgia
(6/24/2024)

IAR

Louisiana
(11/19/2024)

IAR

Texas
(4/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2007

Uniform Investment Adviser Law Examination

Current Firm

PARAKLETE FINANCIAL, INC.

NETMORE PLANNING, LLC | PARAKLETE FINANCIAL, INC.

CRD#: 142323 / SEC#:

Alaska

Registered Investment Advisory firm - (12/9/2024 Approved)

Arizona

Registered Investment Advisory firm - (1/17/2024 Approved)

Arkansas

Registered Investment Advisory firm - (7/8/2024 Approved)

California

Registered Investment Advisory firm - (9/25/2023 Approved)

Colorado

Registered Investment Advisory firm - (10/13/2023 Approved)

Florida

Registered Investment Advisory firm - (3/10/2022 Approved)

Georgia

Registered Investment Advisory firm - (2/13/2007 Approved)

Louisiana

Registered Investment Advisory firm - (10/15/2024 Approved)

North Carolina

Registered Investment Advisory firm - (4/5/2010 Approved)

South Carolina

Registered Investment Advisory firm - (12/22/2017 Terminated)

Tennessee

Registered Investment Advisory firm - (8/18/2023 Approved)

Texas

Registered Investment Advisory firm - (1/31/2018 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (8/22/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Kennesaw, GA

Mailing Address

Phone number

(678) 290-3930

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Larry S. Mcnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Stephen Mcnamara's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARAKLETE FINANCIAL, INC.

MCNAMARA FINANCIAL PLANNING, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2007

Current Firm

PARAKLETE FINANCIAL, INC.

Contact information

Documents

Red Flags

Company Information

PARAKLETE FINANCIAL, INC.

TRUST BUT VERIFY

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