The experts at McNally Financial have years of education and experience managing the review of portfolios and helping clients make smart decisions about asset allocation. We're proud of the McNally approach, built on years of experience in the financial industry, solid relationships and access to the right people with the right information.
McNally Financial Services Corporation is a full service Broker Dealer, Registered Investment Advisor, and a Texas General Lines Insurance Agency located in San Antonio, Texas. We are organized to serve the investment needs of individuals and financial professionals. We specialize in providing superior service to independent financial professionals who want to have a relationship with a national brokerage firm.
McNally Financial Services Corporation is a full service Broker Dealer, Registered Investment Advisor, and a Texas General Lines Insurance Agency located in San Antonio, Texas. We are organized to serve the investment needs of individuals and financial professionals. We specialize in providing superior service to independent financial professionals who want to have a relationship with a national brokerage firm.
Services
McNally Financial Services Corporation is an independent contractor firm that serves as an investment advisor and offers services through qualified investment advisors. We offer financial planning and portfolio management based on our clients' individual investment objectives and existing investments, tailoring our recommendations to their current financial positions, risk tolerance and investment objectives.
David McNally started McNally Financial Services in 2002 and built the company brick by brick into what it is today - a firm focused on serving representatives in Texas, California, Nevada and Florida and ready for growth and expansion. The company's structure is designed to accommodate the various types of business a representative might want to conduct, including investment advisory business, direct participations and alternative investments.
Our products and services provide for a wide range of options, from potentially reducing your tax liability to increasing your net worth. Our representatives help their clients plan for retirement, learn to use insurance effectively, and fund education and other life goals. When our representatives help their clients plan their financial futures, there are a host of different opportunities to examine.
An OSJ principal approves new accounts and advertising; reviews and executes customer orders; and maintains custody of customer funds and/or securities. Compensation is based on total commission and fee revenue minus any operating costs, which are passed through without any markup. What support does McNally provide for compliance audits and other regulatory requirements?.
These documents are intended to provide our representatives with the information necessary to conduct your business and know that you are working with a company that values compliance, accountability and access to resources. If you need additional information, please don't hesitate to contact us directly.
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