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Joseph Berkel

Mcnally Financial Services Corporation
34 Years of Experience
Cedar Park, TX
BrokerSells Insurance
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Joseph Berkel is a registered investment advisor at Mcnally Financial Services Corporation, based in Cedar Park, TX, with 34 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 147 clients with $28M in assets under management.

Mcnally Financial Services Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
147 clients
Average Client Portfolio
$189K average
Assets Under Management
$27.8M

Fee Structure

Investment management only (planning not offered)

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.

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Location

Cedar Park, TX

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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 ActivitiesSells Insurance

Joseph is an independent insurance agent since 1991, selling life, disability, medical, and long-term care insurance, dedicating a few hours per week to this. He also engages in sports officiating and serves as co-trustee for two testamentary trusts.

Employment History
Current Registrations
Mcnally Financial Services Corporation
September 2007 - Present · 19 yrs 1 mo
Mcnally Financial Services Corporation
November 2003 - Present · 22 yrs 11 mos
Mcnally Financial Services CorporationBroker
November 2003 - Present · 22 yrs 11 mos
Previous Registrations
Linsco/private Ledger CORP.
May 2000 - July 2003 · 3 yrs 2 mos
Linsco/private Ledger CORP.Broker
May 2000 - July 2003 · 3 yrs 2 mos
Nylife Securities INC.Broker
September 1999 - May 2000 · 8 mos
American Express Financial Advisors INC.Broker
September 1991 - August 1999 · 7 yrs 11 mos
Ids Life Insurance CompanyBroker
September 1991 - August 1999 · 7 yrs 11 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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