Financial ADVSR advisor directory · SEC adviser records
McNally Financial Services Corporation financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a McNally Financial Services Corporation office in San Antonio, A to Z.
The short answer
7 registered advisors work at McNally Financial Services Corporation in San Antonio, out of 7 at the firm nationwide; it ranks number 43 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
McNally Financial Services Corporation advisors in San Antonio, A to Z
Every McNally Financial Services Corporation advisor →- Joseph A. BerkelAlso a broker rep
- Clifford B. BurchAlso a broker rep
- Marshall R. Cassedy Jr.Also a broker rep
- Mark A. KempAlso a broker rep
- David D. McNallyCertified Financial Planner · Also a broker rep
- Calvin R. SpeerAlso a broker rep
- Jan I. ZennerChartered Financial Consultant · Also a broker rep
McNally Financial Services Corporation advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 126Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Frost Investment Services 86Morgan Stanley 78LPL Financial LLC 75Capital Client Group, Inc. 57Strategic Advisers LLC 57Victory Capital Management Inc. 57Edward Jones 55Ameriprise Financial Services, LLC 46State Farm Investment Management Corp. 42Usaa Investment Services Company 38
Questions
How many financial advisors does McNally Financial Services Corporation have in San Antonio?
7 investment adviser representatives are registered at McNally Financial Services Corporation offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is McNally Financial Services Corporation one of the largest advisor employers in San Antonio?
McNally Financial Services Corporation ranks number 43 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 126.
How do I check a McNally Financial Services Corporation advisor in San Antonio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the McNally Financial Services Corporation office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.