JZ
ChFC
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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 (6)
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.
Financial
February 2022
Final
Financial
June 2021
Final
Regulatory
January 2013
Final
Customer Dispute
March 2012
Closed-No Action
Customer Dispute
February 2012
Denied
Employment Separation After Allegations
November 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jan manages rental properties for a friend, breeds and sells goats, performs as a lead singer in a band, and participates in a saloon girl group. Jan also sells life insurance, disability insurance, and fixed annuities, and provides college financial planning services.

Employment History
Current Registrations
Mcnally Financial Services Corporation
April 2012 - Present · 13 yrs 9 mos
Mcnally Financial Services Corporation Broker
April 2012 - Present · 13 yrs 9 mos
Mcnally Financial Services Corporation
April 2012 - Present · 13 yrs 9 mos
Previous Registrations
Transamerica Financial Advisors, INC.
September 2009 - December 2011 · 2 yrs 3 mos
Transamerica Financial Advisors, INC Broker
September 2009 - December 2011 · 2 yrs 3 mos
Transamerica Financial Advisors, INC.
January 1999 - September 2009 · 10 yrs 8 mos
Transamerica Financial Advisors, INC.Broker
May 1987 - September 2009 · 22 yrs 4 mos
Transamerica Securities Sales CorporationBroker
May 1987 - July 1995 · 8 yrs 2 mos
Financial Planners Equity CorporationBroker
May 1985 - May 1987 · 2 yrs
Nel Equity Services CorporationBroker
September 1982 - April 1985 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
December 1977 - May 1985 · 7 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
December 1977 - May 1985 · 7 yrs 5 mos
State Registrations7 states
AZCANVORSCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.