Adviser and broker representative · McNally Financial Services Corporation
Clifford B. Burch
CRD 730563 · San Antonio, TX
At a glance
Clifford B. Burch is an investment adviser representative with McNally Financial Services Corporation in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clifford’s SEC record dates to 2001, about 25 years ago. Clifford is also registered as a broker representative.
Current advisory firm
- McNally Financial Services CorporationSince May 2017San Antonio, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Clifford’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.