Mcnally Financial Services Corporation
Mcnally Financial Services Corporation (CRD# 121196) is a financial advisory firm headquartered in San Antonio, TX. They manage $22,984,466 in 145 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management23MILLION
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Total Number of Accounts145ACCOUNTS
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Average Account Value$158,514
- 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, NC, NV, TX
Joseph Berkel (CRD# 2167611) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 32 years of experience in the finance industry.
Clifford Burch (CRD# 730563) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 42 years of experience in the finance industry.
John Cassedy (CRD# 5614486) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Tallahassee, FL and has over 15 years of experience in the finance industry.
Marcus Hafner (CRD# 6751450) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Georgetown, TX and has over 6 years of experience in the finance industry.
Mark Kemp (CRD# 2057200) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 33 years of experience in the finance industry.
David McNally (CRD# 839798) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Tallahassee, FL and has over 39 years of experience in the finance industry.
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.
Jan Zenner (CRD# 846577) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 37 years of experience in the finance industry.
Marshall Cassedy (CRD# 853370) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Tallahassee, FL and has over 44 years of experience in the finance industry.