Barbara McNally, financial advisor Knoxville TN
93 score

Barbara McNally

CRD Number: 1011283
Current Firm: Ssn Advisory, Inc.

Barbara McNally (CRD# 1011283) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Knoxville, TN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Service Network, Inc. Knoxville, TN Jul 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
Contact Info for Barbara C. McNally
Phone Number: 800-264-5499
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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