DM
CFP

David Dorn Mcnally

Mcnally Financial Services Corporation
48 Years of Experience
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View SEC Summary

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 (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 ReportHow 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 5 mos
Mcnally Financial Services Corporation Broker
September 2002 - Present · 23 yrs 4 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 Incorporated Broker
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.