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Timothy S. Hill

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CRD#: 2150014
TH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Scot Hill was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1991. Timothy had worked at 13 firms and has passed the Series 66, Series 63, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 18, 2011 - December 31, 2011

MCNALLY FINANCIAL SERVICES CORPORATION

BD
CRD#: 121196
SAN ANTONIO, TX
Past

October 1, 2010 - July 13, 2011

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
SAN DIEGO, CA
Past

October 13, 2008 - June 10, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN DIEGO, CA
Past

November 25, 2003 - June 18, 2004

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

June 1, 1998 - July 30, 2003

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 22, 1995 - June 1, 1998

JACK WHITE & COMPANY, INC.

BD
CRD#: 7645
Past

January 1, 1995 - July 25, 1995

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

April 22, 1994 - November 28, 1994

FIRST WALL STREET CORP.

BD
CRD#: 13024
LA JOLLA, CA
Past

July 31, 1993 - January 26, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 10, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 28, 1992 - September 11, 1992

M.L. STERN & CO., LLC.

BD
CRD#: 8327
BEVERLY HILLS, CA
Past

November 11, 1991 - June 16, 1992

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

July 24, 1991 - November 7, 1991

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 9/2/2009
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MF
MCNALLY FINANCIAL SERVICES CORPORATION
MCNALLY FINANCIAL SERVICES CORPORATION

CRD#: 121196 / SEC#: , 8-65388

California
Registered Investment Advisory firm - SEC (11/9/2009 Approved)
Florida
Registered Investment Advisory firm - SEC (3/4/2016 Approved)
Nevada
Registered Investment Advisory firm - SEC (8/27/2014 Approved)
North Carolina
Registered Investment Advisory firm - SEC (10/10/2022 Approved)
Texas
Registered Investment Advisory firm - SEC (8/20/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
16414 San Pedro Suite 930, San Antonio, TX 78232-5185
Mailing Address
P.o. Box 701928, San Antonio, TX 78270-1928
Phone number
(210) 545-7080
Established
Texas since 04/11/2002
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
29

FINRA licenses (43 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MCNALLY, DAVID DORNCHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER839798

Regulatory assets under management


Total Number of Accounts142
AUM (Assets Under Management)$ 25,149,615

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MCNALLY FINANCIAL SERVICES CORPORATION

CRD#: 121196

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