David Dorn Mcnally

CFP

Mcnally Financial Services Corporation

48 Years of Experience

2 DisclosuresBrokerSells Insurance

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 (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2020

Settled

Customer Dispute

July 2018

Settled

View Full SEC Report How to Read Disclosures

Other 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

August 2007 - Present · 18 yrs 6 mos

Mcnally Financial Services CorporationBroker

September 2002 - Present · 23 yrs 5 mos

Previous Registrations

Titleist Asset Management, LTD.Broker

August 2003 - December 2003 · 4 mos

The (wilson) Williams Financial GroupBroker

January 2002 - November 2002 · 10 mos

Nbc Financial, INC.Broker

August 1999 - January 2002 · 2 yrs 5 mos

Frost Brokerage Services, INC.Broker

March 1993 - November 1999 · 6 yrs 8 mos

Great Western Financial Securities CorporationBroker

August 1991 - February 1993 · 1 yr 6 mos

First Affiliated Securities, INC.Broker

March 1990 - September 1991 · 1 yr 6 mos

Eppler, Guerin & Turner, INC.Broker

November 1984 - March 1990 · 5 yrs 4 mos

Dean Witter Reynolds INC.Broker

January 1984 - November 1984 · 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 1978 - November 1983 · 5 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith, INC.Broker

July 1977 - September 1978 · 1 yr 2 mos

State Registrations43 states

AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMSNCNDNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.