Summary

McNally Financial Services Corporation

Founded in 2002

Description

McNally Financial Services Corporation is a full service Broker Dealer, Registered Investment Advisor, and a Texas General Lines Insurance Agency located in San Antonio, Texas. We are a member of the Financial Industry Regulatory Authority, Municipal Securities Rulemaking Board, Securities Investors Protection Corporation, and the Securities Industry and Financial Markets Association. McNally Financial Services Corporation is organized to serve the investment needs of individuals and financial professionals in the State of Texas; areas include, San Antonio, Austin, Houston, Corpus Christi, Laredo, and the Rio Grande Valley. We specialize in providing superior service to independent financial professionals who want to have a relationship with a national brokerage firm. We are currently registered to do business with residents of the States of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Kentucky, Maryland, Massachusetts, Mississippi, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia. Brokerage accounts are carried with Pershing LLC, a part of BNY Securities Group and a subsidiary of the Bank of New York Mellon. Representatives and customers are able to access their accounts and also place orders through NetExchange.

Strengths

  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • McNally Financial Services Corporation has a very small market share in their industry
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Since McNally Financial Services Corporation was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

McNally Financial Services Corporation's annual revenue

$5241000

Based on Kona Equity data

  • Revenue per employee

    $327563

  • Variance of revenue growth

    0.06

  • Annual revenue growth since founding

    $238227

  • Revenue growth rate from first known quarter to current

    -20.6%

Employee Count

16 employees

  • Employee growth rate from first known quarter to current

    -27.3%

Executives

David Mcnally

President

d**@mcnallyfinancial.com

Melissa Gavre

Compliance Operations Specialist

m**@mcnallyfinancial.com

Barrett Schultz

Chief Compliance Officer

b**@mcnallyfinancial.com

Michael Hebner

Financial Advisor

m**@mcnallyfinancial.com

Dennis Sakurai

Certified Financial Planner

d**@mcnallyfinancial.com

Monica Haire

Sales Assistant

m**@mcnallyfinancial.com

Edward Goldman

Financial Advisor

e**@mcnallyfinancial.com

Chip Latham

Investment Consultant

c**@mcnallyfinancial.com

Daniel Poland

Registered Representative

d**@mcnallyfinancial.com

Kimberly Ritchie

Branch Operations Manager, Financial & Consultant

k**@mcnallyfinancial.com

G Score - 2

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.
  • G5 Variance of revenue growth is less than the industry average

Location

16414 San Pedro, Ste. 930 
San Antonio, TX  78232

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Key Information

  • SIC: 6211; 621
  • NAICS: 523; 52311
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with McNally Financial Services Corporation.

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Frequently Asked Questions

Where is McNally Financial Services Corporation located?

McNally Financial Services Corporation's headquarters are located at 16414 San Pedro, Ste. 930  San Antonio, TX  78232.


What is McNally Financial Services Corporation's official website?

McNally Financial Services Corporation's official website is mcnallyfinancial.com


What is McNally Financial Services Corporation's revenue?

McNally Financial Services Corporation's annual revenue is $5.2 M.


What is McNally Financial Services Corporation's SIC code?

McNally Financial Services Corporation's SIC: 6211; 621


What is McNally Financial Services Corporation's NAICS code?

McNally Financial Services Corporation's NAICS: 523; 52311.


How many employees does McNally Financial Services Corporation's have?

McNally Financial Services Corporation has 16 employees


What industry does McNally Financial Services Corporation belong to?

McNally Financial Services Corporation is in the industry of Financial services.

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