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PL

Padric Lee

MCNARON GROUP
ANNISTON, AL 36201-4636
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CRD#: 7700633
PL

Professional summary


Padric Lee is a registered financial advisor currently at MCNARON GROUP, INC. located in Anniston, Alabama.

Padric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Padric has worked at 2 firms and has passed the Series 65, Series 7TO, Series 99TO and SIE exams.

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.
1) Uber; NOT investment related; San Francisco, CA; Ridesharing; Driver; 06/2023; 20 hrs/month during non-trading hours; provide rides to customers 2) SSA Group; NOT investment related; Birmingham, AL; Food catering and event management provider at various locations across the US; Bartender; 05/2024; 20 hrs/month during non-trading hours; Provide drinks to guests 3) Registered Representative may be coded as employee of parent or an affiliate of the parent. The employee may also have various roles for the Firm's affiliates including but not limited to Board positions, please refer to Item 12, employment section, of the U4 for information. Hours may vary as dictated by corporate needs.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Padric Lee'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

October 8, 2025 - Present

MCNARON GROUP, INC.

Office #1: 1005 Noble Street Suite B, Anniston, AL 36201-4636
RIA
CRD#: 122580
ANNISTON, AL
Past

May 19, 2023 - August 19, 2025

STONEX FINANCIAL INC.

BD
CRD#: 45993
BIRMINGHAM, AL

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
Alabama
(10/8/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/8/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/25/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 5/19/2023
Operations Professional Examination
General Industry/Product Exam

Current Firm


MG
MCNARON GROUP, INC.
MCNARON GROUP, INC.

CRD#: 122580 / SEC#:

Alabama
Registered Investment Advisory firm - (3/22/1991 Approved)
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Contact information


Main Address
1005 Noble Street Suite B, Anniston, AL 36201-4636
Mailing Address
Phone number
(256) 237-5817
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts40
AUM (Assets Under Management)$ 17,100,425

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


MCNARON GROUP, INC.

CRD#: 122580Anniston, AL 36201-4636

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