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How Mike McNamara became a TD Ameritrade RIA and pruned his book in one move

The former Commonwealth advisor also had goals related to succession, compliance and a bigger bottom line

Author Brooke Southall April 7, 2011 at 1:56 PM
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Mike McNamara: The numbers were staggering.



June 25, 2014 — 10:51 PM

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June 26, 2014 — 12:23 AM

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See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Commonwealth Financial Network
RIA-Friendly Broker-Dealer, Tech: Other
Top Executive: Wayne Bloom

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