A complete list of active advisors currently associated with McNally Financial Services Corporation

Warmer can help you find a great advisor at McNally Financial Services Corporation or one who fits your needs even better.

McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm operates as an eight‑advisor team across six offices and reports roughly $27.8 million in assets under management, which the brochure states are managed on a non‑discretionary basis. Investment recommendations are based on fundamental analysis and the construction of diversified portfolios that may include individual equities and fixed income, mutual funds, ETFs, options, and, for accredited clients, limited partnerships. MFSC may recommend or allocate to independent managers, uses client interviews and questionnaires to assess suitability, and participates as a portfolio manager in Pershing LLC’s Managed 360 wrap fee program. The firm’s combination of roles is a distinguishing feature: MFSC is an introducing broker‑dealer, some advisors are registered representatives, and the firm also operates as a Texas general lines insurance agency, all of which the brochure notes can create conflicts of interest. The brochure discloses past regulatory findings related to broker‑dealer activities, calls out the conflict when Pershing serves as both broker and wrap sponsor, and emphasizes that clients receive custodial statements directly and retain trading discretion.

To learn more about the advisors currently working at McNally Financial Services Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.