Patrick McNally (CRD# 5167829) is an Investment Advisor Representative working at Retirement Lifestyles Advisory Group in Redding, CA and has over 16 years of experience in the finance industry.
CRD# 6125219
Edward Jones
CRD# 4292833
State Farm Investment Management Corp.
CRD# 5744898
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcnally Wealth Management | Redding, CA | Jan 2011 - Current | 13 |
| Patrick Mcnally Insurance | San Diego, CA | Oct 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management51MILLIONS
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Total Number of Accounts255ACCOUNTS
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Average Account Value$199,085
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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