Mark P. Mcnary

MCNARY INVESTMENTS

Castle Rock, CO

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CRD#: 4514759

Professional summary

Mark Patrick Mcnary, who also goes by Mark Mcnary, is a registered financial advisor currently at MCNARY INVESTMENTS located in Castle Rock, Colorado.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mark has worked at 3 firms and has passed the Series 66, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Mcnary

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.

1.SOLE PROPRIETOR OF MCNARY INVESTMENTS, AN RIA 2. 10/22/08- CHIEF INVESMMENT OFFICER FOR THE GENSLER GROUP, AND WILL PARTICIPATE IN CLIENT FINANCIAL REVIEWS AND ALL FUNCTIONS RELATED TO ASSET MANAGEMENT/ 50% OF TIME/ CORONADO, CA 92118

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Patrick Mcnary's CRS (Customer Relationship Summary).

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

Current

January 23, 2019 - Present

MCNARY INVESTMENTS

RIA

CRD#: 119663

Castle Rock, CO

Past

July 13, 2010 - December 31, 2018

MCNARY INVESTMENTS

RIA

CRD#: 119663

CASTLE ROCK, CO

Past

September 6, 2007 - April 30, 2010

THE GENSLER GROUP

RIA

CRD#: 110543

CORONADO, CA

Past

August 24, 2007 - May 26, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

CORONADO, CA

Past

August 6, 2007 - May 26, 2010

LPL FINANCIAL LLC

CRD#: 6413

CORONADO, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/23/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/20/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/3/2007

General Securities Representative Examination

Current Firm

MCNARY INVESTMENTS

MARK PATRICK MCNARY | MCNARY, MARK PATRICK | MCNARY INVESTMENTS

CRD#: 119663 / SEC#:

California

Registered Investment Advisory firm - (1/31/2019 Revoked)

Colorado

Registered Investment Advisory firm - (7/13/2010 Approved)

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Contact information

Main Address

Castle Rock, CO

Mailing Address

Phone number

(619) 865-2818

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 7,000,000

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.

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Mark P. Mcnary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Patrick Mcnary's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCNARY INVESTMENTS

MCNARY INVESTMENTS

THE GENSLER GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2007

Series 65

Date: 2/20/2002

Series 7

Date: 8/3/2007

Current Firm

MCNARY INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCNARY INVESTMENTS

TRUST BUT VERIFY

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