Mc Financial Services, Inc.

Mc Financial Services, Inc. (CRD# 146331) is a financial advisory firm headquartered in , . They manage $20,421,507 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.mcfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $123,767
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Mc Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Alan Nocito, financial advisor Louisville KY
Alan R. Nocito
CRD#: 1865822
Louisville, KY
96
Wealthminder
score

Alan Nocito (CRD# 1865822) is an Investment Advisor Representative working at Mc Financial Services, Inc. in Louisville, KY and has over 16 years of experience in the finance industry.

2
Paula McConville, financial advisor Louisville KY
Paula McConville
CRD#: 5632951
Louisville, KY
93
Wealthminder
score

Paula McConville (CRD# 5632951) is an Investment Advisor Representative working at Mc Financial Services, Inc. in Louisville, KY and has over 8 years of experience in the finance industry.

3
Lawrence Smith, financial advisor Louisville KY
Lawrence C. Smith
CRD#: 2854430
Louisville, KY
93
Wealthminder
score

Lawrence Smith (CRD# 2854430) is an Investment Advisor Representative working at Mc Financial Services, Inc. in Louisville, KY and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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