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Marcus Hafner

Mcnally Financial Services Corporation
9 Years of Experience
Georgetown, TX
Broker
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Marcus Hafner is a registered investment advisor at Mcnally Financial Services Corporation, based in Georgetown, TX, with 9 years of industry experience. Marcus 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

Georgetown, 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

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 CorporationBroker
October 2019 - Present · 7 yrs
Mcnally Financial Services Corporation
October 2019 - Present · 7 yrs
Mcnally Financial Services Corporation
October 2019 - Present · 7 yrs
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

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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