David Dorn Mcnally, CFP

Overview

David Dorn Mcnally is an insurance agent, a registered representative and an investment adviser representative based in TX, with 49 years in the industry.

Years in the industry

49

States licensed

8

States registered

44

Carrier appointments

14

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 8 states
• Registered in 44 states

• Producer
• Series 10
• Series 24
• Series 28
• Series 4
• Series 52TO
• Series 53
• Series 63
• Series 65
• Series 7
• Series 8
• Series 9
• Series 99TO
• SIE

4 lines of authority, with every state and its dates

Firms

• Mcnally Financial Services CorporationCurrent firm

Employment history since 1977

Carriers

14 active carrier appointments

Book and practice

Firm assets under management on file