Mcnally Financial Services Corporation

Overview

Mcnally Financial Services Corporation is a Broker Dealer and registered investment adviser based in San Antonio, TX, registered since 2002. It reports $27.8M in assets under management across 147 accounts, with 21 employees. Its 21 registered representatives work across 10 branch offices in 5 states.

Reported AUM

$27.8M

Accounts

147

Average account

$189K

Employees

21

Registered reps

21

Branch offices

10

Registered since

2002

Jurisdictions

44

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• 8 more

Executive officers 1 of 1

• David Dorn McNally Chief Executive Officer; Chief Compliance Officer, Chief Executive Officer, Chief Compliance Officer CRD 839798

Registered reps 3 of 21

• William Todd Barron Insurance Agent · Registered Rep CRD 2225652
• Joseph Anthony Berkel Registered Rep · Investment Adviser Rep CRD 2167611
• Clifford Brian Burch Registered Rep · Investment Adviser Rep CRD 730563

18 more registered reps, with emails, phones and branch locations

Location

Headquarters

16414 San Pedro Ave Ste 930
San Antonio, TX 78232

County

Bexar

Metro area

San Antonio-New Braunfels, TX

Region

South

Branch offices

10 in 5 states, including El Paso, TX, Flint, MI and Corpus Christi, TX

Registrations

• State registered, corporation formed in Texas
• Registered in 44 jurisdictions
• Website: mcnallyfinancial.com

Every state, with registration dates

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