Mcnally Financial Services Corporation

Mcnally Financial Services Corporation (CRD# 121196) is a financial advisory firm headquartered in San Antonio, TX. They manage $7,509,449 in 67 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $112,081
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
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.

CA, FL, NV, TX

Financial Advisors at Mcnally Financial Services Corporation
Showing 1 - 9 of 9 top financial advisors.
1
David D. McNally
CRD#: 839798
2012-d North Point Blvd, Tallahassee, FL 32308
96
Wealthminder
score

David McNally (CRD# 839798) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Tallahassee, FL and has over 33 years of experience in the finance industry. David McNally has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph A. Berkel
CRD#: 2167611
Leander, TX
93
Wealthminder
score

Joseph Berkel (CRD# 2167611) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Leander, TX and has over 26 years of experience in the finance industry.

3
John R. Cassedy
CRD#: 5614486
2012-d North Point Blvd, Tallahassee, FL 32308
93
Wealthminder
score

John Cassedy (CRD# 5614486) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Tallahassee, FL and has over 8 years of experience in the finance industry.

4
Forrest A. Jones
CRD#: 4880765
16414 San Pedro, Suite 930, San Antonio, TX 78232
93
Wealthminder
score

Forrest Jones (CRD# 4880765) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 12 years of experience in the finance industry.

5
Calvin R. Speer
CRD#: 4581272
San Antonio, TX
93
Wealthminder
score

Calvin Speer (CRD# 4581272) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 15 years of experience in the finance industry.

6
Kimberly E. McMillion
CRD#: 2243350
111 2nd Avenue, Ne, Suite 913b, Saint Petersburg, FL 33701
84
Wealthminder
score

Kimberly McMillion (CRD# 2243350) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Saint Petersburg, FL and has over 21 years of experience in the finance industry.

7
Daniel K. West
CRD#: 4706595
Las Vegas, NV
81
Wealthminder
score

Daniel West (CRD# 4706595) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Las Vegas, NV and has over 14 years of experience in the finance industry.

8
John W. McCall
CRD#: 824736
Matthews, NC
63
Wealthminder
score

John McCall (CRD# 824736) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Matthews, NC and has over 34 years of experience in the finance industry.

9
Jan I. Zenner
CRD#: 846577
Harper, TX
41
Wealthminder
score

Jan Zenner (CRD# 846577) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Harper, TX and has over 30 years of experience in the finance industry.

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