Mark Kemp
Mark Kemp is a registered investment advisor at Mcnally Financial Services Corporation, based in San Antonio, TX, with 35 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 142 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are offered as a percentage of the assets managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The annual fee is charged quarterly, in advance, based on the market value of the assets managed on the last day of the previous quarter. McNally Financial may negotiate lesser management fees based on certain criteria.
Location
16414 San Pedro, Suite 930, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (18)
Customer Dispute
October 2025Customer Dispute
September 2025Customer Dispute
July 2025Regulatory
October 2024Customer Dispute
July 2024Customer Dispute
March 2023Customer Dispute
April 2022Customer Dispute
July 2021Customer Dispute
November 2017Regulatory
April 2012Employment Separation After Allegations
November 2009Customer Dispute
September 2009Customer Dispute
June 2009Customer Dispute
March 2009Customer Dispute
September 2000Customer Dispute
December 1999Customer Dispute
July 1999Employment Separation After Allegations
November 1998Other Business ActivitiesSells Insurance
Mark owns Kemp Financial Services and spends the majority of his time there. He also dedicates about 10-20% of his time to insurance sales and annuity marketing through Kemp Financial Services, and minimal time to preparing financial statements for a non-profit. Mark is also a member of two LLCs, one being dissolved and the other managed by his wife.
Employment History
Current Registrations
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Previous Registrations
Next Financial Group, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.