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Ryan McNamara, CLU ®, ChFC ®, CPFA

Director of Compliance

Ryan McNamara, CLU ®, ChFC ®, CPFA

Director of Compliance

I support our growth by helping our advisors successfully navigate their compliant path through the rules and regulations which govern our industry. My goal is to provide best practices and indispensable support for our advisors to grow their business while keeping it in a safe position.

Our success has provided our advisors with the freedom to build out their practices, and resources to help clients confidently pursue their financial goals. With compliance continuously focusing on opportunity areas around oversight and quality control, our advisors can simplify the financial planning process for their clients.

My professional background includes a decade in financial services while emphasizing ongoing financial education. Beginning with the pursuit of insurance and financial planning designations, my interest in the industry extended to investments and I quickly found my calling in compliance.

Rounding out my life finds me enjoying quality time with family and friends, teaching my young son how to play the drums, getting in a round of golf, rooting for the Patriots, and tackling projects around the house.

 

 

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.

InTouch Innovations and LPL Financial are separate entities.

CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.