David Mcnally
David Mcnally is a CFP-designated registered investment advisor at Mcnally Financial Services Corporation, based in San Antonio, TX, with 48 years of industry experience. David 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 (2)
Customer Dispute
June 2020Customer Dispute
July 2018Other Business ActivitiesSells Insurance
David is the President of McNally Financial Services Corporation, which is an NASD broker-dealer and a Texas general lines insurance agency.
Employment History
Current Registrations
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Previous Registrations
Titleist Asset Management, LTD.Broker
The (wilson) Williams Financial GroupBroker
Nbc Financial, INC.Broker
Frost Brokerage Services, INC.Broker
Great Western Financial Securities CorporationBroker
First Affiliated Securities, INC.Broker
Eppler, Guerin & Turner, INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations44 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.