Articles tagged "McNamara Financial Services"

HeadlinePublish date

TD Ameritrade uses greater financial incentives to attract custody clients

Breakaways say they appreciate the economic boost and that it makes them feel welcome

April 18, 2011 — 2:10 PM UTC

TD Ameritrade makes a clean sweep of five IBD reps in New England with about $1 billion of combined AUM

The five big Commonwealth advisors had some knowledge of each other but made their own decisions

April 18, 2011 — 1:57 PM UTC

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

April 7, 2011 — 1:56 PM UTC
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