Carey McNeal, financial advisor Boise ID

Carey McNeal

CRD Number: 1902076
Current Firm: Buffington Mohr Mcneal

Carey McNeal (CRD# 1902076) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Buffington Mohr Mcneal Boise, ID Apr 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Carey H. McNeal
Phone Number: 208-338-5551
Firm Website: http://www.bmmria.com
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    912
    MILLIONS
  • Total Number of Accounts
    1,594
    ACCOUNTS
  • Average Account Value
    $571,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, LA, MT, NY, OR, TN, TX, UT, WA

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