CB
Firm Information
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.
Areas of Practice
Investment Management
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Advisor Information
Office location
16414 San Pedro, Suite 930, San Antonio, TX, 78232
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Mcnally Financial Services Corporation
May 2017 - Present · 8 yrs 8 mos
Mcnally Financial Services Corporation Broker
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Investment Professionals, INC.
August 2007 - May 2017 · 9 yrs 9 mos
Investment Professionals, INC.Broker
August 2007 - May 2017 · 9 yrs 9 mos
Financial Network Investment Corporation
January 2001 - August 2007 · 6 yrs 7 mos
Financial Network Investment CorporationBroker
January 2001 - August 2007 · 6 yrs 7 mos
Equitas America, LLCBroker
December 1999 - November 2000 · 11 mos
Dean Witter Reynolds INC.Broker
May 1998 - September 1998 · 4 mos
Smith Barney INC. Broker
July 1993 - June 1998 · 4 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
February 1988 - May 1988 · 3 mos
Eppler, Guerin & Turner, INC.Broker
May 1981 - March 1988 · 6 yrs 10 mos
State Registrations5 states
CACOHIIDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.