LicensingOur financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state. Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CA, CO, IN, KS, NV, OR, SC, SD, TX, UT, VA, WA SecuritiesWe have individuals registered to offer securities in the following jurisdictions: AZ, CA, IN, NV, SD, VA CRN201903-208966 |
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Brian Peter McNamara is a Certified Financial Planner™ practitioner
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5020 Campus Dr Ste 13
Newport Beach, CA 92660
Phone: (949) 474-2092; (949) 525-8099
Fax: (949) 474-2099;
Learning Center
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Articles
Educate yourself on a variety of financial topics.
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Calculators
A host of financial tools to assist you.
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Videos
A dynamic library of videos.
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Flipbooks
These magazine-style flipbooks provide helpful information.
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Glossary
Financial terms from A to Z.
Contact Us
5020 Campus Dr Ste 13
Newport Beach, CA 92660
Phone: (949) 474-2092; (949) 525-8099
Fax: (949) 474-2099;