Clifford Brian Burch

Mcnally Financial Services Corporation

43 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Mcnally Financial Services Corporation

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

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.

Employment History

Current Registrations

Mcnally Financial Services Corporation

May 2017 - Present · 8 yrs 9 mos

Mcnally Financial Services CorporationBroker

May 2017 - Present · 8 yrs 9 mos

Previous Registrations

Investment Professionals, INC.

August 2007 - May 2017 · 9 yrs 9 mos

Investment Professionals, INC.Broker

August 2007 - May 2017 · 9 yrs 9 mos

Financial Network Investment Corporation

January 2001 - August 2007 · 6 yrs 7 mos

Financial Network Investment CorporationBroker

January 2001 - August 2007 · 6 yrs 7 mos

Equitas America, LLCBroker

December 1999 - November 2000 · 11 mos

Dean Witter Reynolds INC.Broker

May 1998 - September 1998 · 4 mos

Smith Barney INC.Broker

July 1993 - June 1998 · 4 yrs 11 mos

Lehman Brothers INC.Broker

May 1988 - July 1993 · 5 yrs 2 mos

E. F. Hutton & Company INCBroker

February 1988 - May 1988 · 3 mos

Eppler, Guerin & Turner, INC.Broker

May 1981 - March 1988 · 6 yrs 10 mos

State Registrations5 states

CACOHIIDTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.