The team of professionals at McNally Financial Services is one of our strongest assets. We pride ourselves on our relationships within the industry and our ability to help our representatives, from just starting out to growing and maintaining their business.
David D. McNally, President
David McNally is the President of McNally Financial Services Corporation and has nearly 40 years of experience, primarily in the South Texas investment community. He has been employed with national and regional broker dealers as both a producer and manager and has extensive experience as a financial representative working in financial institutions.
Prior to leading McNally Financial, David managed the operations of a bank-based broker dealer. He is currently licensed as a General Securities Principal, Series 24; an Introducing Broker Financial & Operations Principal, Series 28; a General Securities Sales Supervisor, Series 8; a Municipal Securities Principal, Series 53; a Registered Options Principal, Series 4; a General Securities Representative, Series 7; an Investment Advisor, Series 65; and a Uniform Securities Agent, Series 63. He is also as an Arbitrator for the FINRA Regulation, Inc., Board of Arbitrators and just completed an elected two-year term serving as a Small Firm Representative on the District Committee for FINRA District 6.
Dave is a Certified Financial Planner® and a General Lines Agent registered with the Texas Department of Insurance for Life, Accident, Health and HMO insurance. He is currently a member of the Financial Planning Association.