MH
MH

Marcus Hans Hafner

8 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
142 clients
Average Client Portfolio
$177K average
Assets Under Management
$25.1M
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Location

16414 San Pedro, Suite 930, San Antonio, TX, 78232

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marcus works as a corporate finance contractor for NBG Home, dedicating about 10-20% of his time to financial modeling and forecasting. He is also a managing member of Two Seven Investments LLC, a family-owned real estate business, spending minimal time managing operations.

Employment History
Current Registrations
Mcnally Financial Services Corporation
October 2019 - Present · 6 yrs 4 mos
Mcnally Financial Services Corporation
October 2019 - Present · 6 yrs 4 mos
Mcnally Financial Services CorporationBroker
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
AXA Advisors, LLC
September 2017 - September 2019 · 2 yrs
AXA Advisors, LLCBroker
May 2017 - September 2019 · 2 yrs 4 mos
State Registrations3 states
INTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.