Joseph BerkelCRD Number: 2167611
Current Firm: Mcnally Financial Services Corporation
Joseph Berkel (CRD# 2167611) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 30 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Mcnally Financial Services Corporation||San Antonio, TX||Nov 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management27MILLIONS
Total Number of Accounts149ACCOUNTS
Average Account Value$179,795
- 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, NV, TX
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