Deep Enrich
Daniel McMahon
Financial Consultant
937 followers
Carlsbad, California, United States
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About me
COO / Relationship Manager at Terramar Wealth
Education
University of California, San Diego
2009 - 2011Bachelor of Science (BS) Management ScienceActivities and Societies: Delta Sigma Phi
Experience
AXA Advisors, LLC
Jul 2013 - Jan 2015Financial Consultant
Terramar Wealth
Jan 2015 - nowCOO / Relationship ManagerDaniel McMahon (CA Insurance Lic. #0I38346) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
SagePoint Financial
Jan 2015 - Sept 2023Investment Advisor Representative
Osaic
Sept 2023 - May 2024Investment Advisor Representative
Commonwealth Financial Network
May 2024 - nowInvestment Advisor RepresentativeDaniel McMahon (CA Insurance Lic. #0I38346) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.Terramar Wealth is located at 5780 Fleet Street #170 Carlsbad, CA 92008 (760) 804-9696 Show less
Licenses & Certifications
CA Insurance License #0I38346
FINRA Series 7, 66
Volunteer Experience
Promoting Financial Education
Issued by Volunteer at Junior Achievement of San Diego on Nov 2013
Associated with Daniel McMahon
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