Lori McNamara is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | 2025-05-28 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2018-05-10 | 2025-05-13 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2015-10-22 | 2018-04-27 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2013-02-15 | 2015-10-08 | — |
| HSBC SECURITIES (USA) INC. | 2006-12-19 | 2013-02-05 | — |