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AB

Armen Bahadourian

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CRD#: 2275043
AB

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.

Armen Bahadourian was a registered financial advisor .

Armen is a previously registered financial advisor and started their career in finance in 1992. Armen had worked at 10 firms and has passed the Series 66, Series 63 and Series 7 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

April 11, 2014 - August 25, 2014

MCNALLY FINANCIAL SERVICES CORPORATION

BD
CRD#: 121196
SAN ANTONIO, TX
Past

October 7, 2008 - January 28, 2013

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
LOS ANGELES, CA
Past

October 7, 2008 - January 28, 2013

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
LOS ANGELES, CA
Past

May 19, 2008 - October 14, 2008

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
NORTHVALE, NJ
Past

March 7, 2008 - October 14, 2008

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
NORTHVALE, NJ
Past

May 2, 2006 - March 3, 2008

BANCNORTH INVESTMENT GROUP, INC.

BD
CRD#: 31299
RIVER EDGE, NJ
Past

April 28, 2003 - May 4, 2006

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

January 7, 2002 - February 26, 2003

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

November 20, 1998 - February 25, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 10, 1997 - February 3, 1998

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

July 28, 1993 - July 31, 1997

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

October 14, 1992 - December 18, 1992

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
NEW YORK, NY

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: 5/16/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product 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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