Joseph Anthony Berkel

Mcnally Financial Services Corporation

33 Years of Experience

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Firm Information

Mcnally Financial Services Corporation

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

142 clients

Average Client Portfolio

$177K average

Assets Under Management

$25.1M

Fee Structure

This document provides information about Marshall Cassedy, who is associated with McNally Financial Services Corporation. It does not contain any fee information.

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Areas of Practice

Investment Management

Advisor Information

Office location

16414 San Pedro, Suite 930, San Antonio, TX, 78232

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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.

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.