Calvin Speer, financial advisor San Antonio TX

Calvin Speer

CRD Number: 4581272
Current Firm: Mcnally Financial Services Corporation

Calvin Speer (CRD# 4581272) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Mcnally Financial Services Corporation San Antonio, TX Mar 2007 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Calvin R. Speer
Phone Number: 210-545-7080
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $158,514
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, NC, NV, TX

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