Marcus Hafner (CRD# 6751450) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Georgetown, TX and has over 6 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcnally Financial Services Cororation | San Antonio, TX | Oct 2019 - Current | 4 |
| Axa Advisors, LLC | New York, NY | May 2017 - Sep 2019 | 2 |
| Unemployed | Austin, TX | Dec 2016 - May 2017 | < 1 |
| Golfsmith International | Austin, TX | Oct 2015 - Dec 2016 | 1 |
| Home Away | Austin, TX | Feb 2015 - Oct 2015 | < 1 |
| Golfsmith International | Austin, TX | May 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- TX
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$158,514
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NC, NV, TX
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