Mark P. Mcnary
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.
Mark Patrick Mcnary, who also goes by Mark Mcnary, was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 2007. Mark had worked at 3 firms and has passed the Series 66, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 23, 2019 - December 31, 2025
MCNARY INVESTMENTS
July 13, 2010 - December 31, 2018
MCNARY INVESTMENTS
September 6, 2007 - April 30, 2010
THE GENSLER GROUP
August 24, 2007 - May 26, 2010
LPL FINANCIAL LLC
August 6, 2007 - May 26, 2010
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MCNARY INVESTMENTS
CRD#: 119663 / SEC#:
Contact information
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.
