Aida Shahid Mcnamara

Mutual of Omaha Investor Services, INC.

37 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners

Mutual of Omaha Investor Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

262 advisors

Number of Clients

6,885 clients

Average Client Portfolio

$4K average

Assets Under Management

$24.4M

Fee Structure

Location

10880 Wilshire Boulevard, Suite 2222, Los Angeles, CA, 90024

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History

Regulatory History (1)

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Customer Dispute

September 2014

Denied

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Other Business ActivitiesSells Insurance

Aida has been an insurance agent since 1984, selling life, health, annuities, group, property, and casualty insurance. She also receives rental income from a property in Sherman Oaks, CA, and operates under the DBA Eagles Club.

Employment History

Current Registrations

Mutual of Omaha Investor Services, INC.

January 2007 - Present · 19 yrs 1 mo

Mutual of Omaha Investor Services, INC.Broker

June 1992 - Present · 33 yrs 8 mos

Previous Registrations

Sun Investment Services CompanyBroker

May 1990 - March 1992 · 1 yr 10 mos

G. R. Phelps & CO., INC.Broker

February 1989 - June 1990 · 1 yr 4 mos

Metlife Securities INC.Broker

May 1988 - September 1988 · 4 mos

Metropolitan Life Insurance CompanyBroker

May 1988 - September 1988 · 4 mos

Mutual of Omaha Fund Management CompanyBroker

December 1985 - December 1986 · 1 yr

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.