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Calvin Speer

Mcnally Financial Services Corporation
23 Years of Experience
New Braunfels, TX
Broker
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Calvin Speer is a registered investment advisor at Mcnally Financial Services Corporation, based in New Braunfels, TX, with 23 years of industry experience. Calvin 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

New Braunfels, 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 Activities

Calvin volunteers as a mediator at the Bexar County Dispute Resolution Center, dedicating a few hours per week. He also works as a substitute teacher for two school districts, spending about 40% of his time on this activity during the school year.

Employment History
Current Registrations
Mcnally Financial Services Corporation
November 2007 - Present · 18 yrs 11 mos
Mcnally Financial Services Corporation
March 2007 - Present · 19 yrs 7 mos
Mcnally Financial Services CorporationBroker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Linsco/private Ledger CORP.
January 2006 - March 2007 · 1 yr 2 mos
Linsco/private Ledger CORP.Broker
January 2006 - March 2007 · 1 yr 2 mos
Waddell & Reed, INC.Broker
February 2003 - December 2005 · 2 yrs 10 mos
Waddell & Reed, INC.
February 2003 - December 2005 · 2 yrs 10 mos
American Express Financial Advisors, INC.
November 2002 - January 2003 · 2 mos
American Express Financial Advisors INC.Broker
October 2002 - January 2003 · 3 mos
Ids Life Insurance CompanyBroker
October 2002 - January 2003 · 3 mos
State Registrations2 states
OKTX
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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