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Patrick D. Mcnally

RETIREMENT LIFESTYLES ADVISORY GROUP
Redding, CA 96002
Some features on this profile are disabled
CRD#: 5167829
PM

Professional summary

Patrick Daniel Mcnally is a registered financial advisor currently at RETIREMENT LIFESTYLES ADVISORY GROUP located in Redding, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Patrick has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
Patrick McNally Insurance. 2520 Goodwater Ave suite B Redding, CA 96002 Insurance marketing and sales of life insurance, medicare supplement, and annuities. Patrick McNally is the sole owner and devotes approximately 20% of the working day to it.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Daniel Mcnally'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

March 29, 2011 - Present

RETIREMENT LIFESTYLES ADVISORY GROUP

Office #1: 2520 Goodwater Ave Ste B, Redding, CA 96002
RIA
CRD#: 154642
Redding, CA
Past

December 7, 2007 - April 9, 2009

HUNTER FINANCIAL INC.

RIA
CRD#: 142368
POST FALLS, ID

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
California
(3/29/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2007
Uniform Investment Adviser Law Examination

Current Firm

RL
RETIREMENT LIFESTYLES ADVISORY GROUP
MCNALLY PATRICK DANIEL | RETIREMENT LIFESTYLES ADVISORY GROUP | RETIREMENT LIFESTYLES ADVISORS, LLC | RETIREMENT LIFESTYLES ADVISORS | MCNALLY WEALTH MANAGEMENT

CRD#: 154642 / SEC#:

California
Registered Investment Advisory firm - (10/28/2010 Approved)
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Contact information

Main Address
2520 Goodwater Ave Suite B, Redding, CA 96002
Mailing Address
Phone number
(530) 319-5158
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts195
AUM (Assets Under Management)$ 55,652,433

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

RETIREMENT LIFESTYLES ADVISORY GROUP

CRD#: 154642Redding, CA 96002

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