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San Antonio, TX Office

Team
Updated today

Client AUM

$26,709,622

Clients

140

Advisors

5

Of 8 advisors across 4 offices

Location

16414 San Pedro, Suite 930

San Antonio TX 78232

Advisors at this office

5

Advisors at this office

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Mark K

Series 63, Series 65

San Antonio, TX

McNally Financial Services Corporation

Mark Kemp is a financial advisor with McNally Financial Services Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with McNally Financial Services Corporation since 2010. Kemp is involved with The Cross of Corpus Christi, a nonprofit group raising funds to build a 200-foot cross, where he assists with financial reporting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.

Options & derivatives strategies Private / alternative investments
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Clifford B

Series 63, Series 65

San Antonio, TX

McNally Financial Services Corporation

Clifford Burch is a financial advisor at McNally Financial Services Corporation with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investment Professionals, Inc. for 10 years before joining McNally Financial Services in 2017. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases through a team of nine advisors operating from six offices.

Options & derivatives strategies Private / alternative investments
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David M

CFP®, Series 63, Series 65

San Antonio, TX

McNally Financial Services Corporation

David McNally is a Certified Financial Planner® with 48 years of industry experience. He has served as president of McNally Financial Services Corporation since 2002. The firm provides financial planning and portfolio management primarily to individual clients and small businesses. McNally Financial Services Corporation constructs tailored, diversified portfolios and operates as both an advisory firm and an introducing broker-dealer with affiliated insurance services.

Options & derivatives strategies Private / alternative investments
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Calvin S

Series 66

San Antonio, TX

McNally Financial Services Corporation

Calvin Speer is a financial advisor with McNally Financial Services Corporation in New Braunfels, TX, holding a Series 66 designation and 23 years of industry experience. He has been with McNally Financial Services since 2007. Outside of his advisory role, Speer works as a substitute teacher in the North East ISD of San Antonio and the New Braunfels ISD during the school year. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases through a nine-advisor team operating across six offices.

Options & derivatives strategies Private / alternative investments
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Jan Z

ChFC®, Series 63

San Antonio, TX

McNally Financial Services Corporation

Jan Zenner is a ChFC® with 47 years of industry experience, currently serving at McNally Financial Services Corporation. He has operated Fiscal Design since 1984 and is involved in various activities outside of financial advising, including managing a goat breeding business, performing as the lead singer in a vintage music band, and participating in local western-themed community events. Zenner also presents FINRA-approved college financial planning seminars and holds a partial ownership in a film and documentary production company. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.

Options & derivatives strategies Private / alternative investments
View complete list of advisors at this office
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