Dana F. Mcginnis

MISSION ADVISORS, LP

TERRELL HILLS, TX 78209

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CRD#: 829095

Professional summary

Dana Farrell Mcginnis is a registered financial advisor currently at MISSION ADVISORS, LP located in Terrell Hills, Texas.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Dana has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

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.

Texas Pacific Land Trust, Investment-Related, 1700 Pacific Avenue Suite 2900 Dallas TX 75201, NYSE listed Land Trust, Director - Board of Directors, 1/1/2021, 5 hours a month, during trading hours, no formal duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Farrell Mcginnis'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

April 11, 2025 - Present

MISSION ADVISORS, LP

Office #1: 101 Aylesbury Hills Street, Terrell Hills, TX 78209

RIA

CRD#: 114285

TERRELL HILLS, TX

Past

February 18, 2020 - December 31, 2024

MISSION ADVISORS, LP

RIA

CRD#: 114285

TERRELL HILLS, TX

Past

June 15, 2010 - December 31, 2019

MISSION ADVISORS, LP

RIA

CRD#: 114285

SAN ANTONIO, TX

Past

January 30, 2008 - December 31, 2008

MISSION ADVISORS, LP

RIA

CRD#: 114285

SAN ANTONIO, TX

Past

September 1, 1999 - December 31, 2007

MISSION ADVISORS, LP

RIA

CRD#: 114285

SAN ANTONIO, TX

Past

September 8, 1987 - May 7, 1997

KERCHEVILLE & COMPANY, INC.

CRD#: 15871

SAN ANTONIO, TX

Past

October 22, 1976 - September 9, 1987

ROTAN MOSLE INC.

CRD#: 727

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

Texas
(4/11/2025)

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

Series 63

Date: 6/30/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/1976

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/25/1988

General Securities Principal Examination

Current Firm

MISSION ADVISORS, LP

MCG CAPITAL, LLC | MISSION ADVISORS, LP

CRD#: 114285 / SEC#:

Texas

Registered Investment Advisory firm - (4/11/2025 Approved)

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Contact information

Main Address

101 Aylesbury Hills Street, Terrell Hills, TX 78209

Mailing Address

5150 Broadway Street Pmb 627, San Antonio, TX 78209

Phone number

(210) 323-2000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 52,515,490

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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Dana F. Mcginnis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Farrell Mcginnis's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSION ADVISORS, LP

MISSION ADVISORS, LP

MISSION ADVISORS, LP

MISSION ADVISORS, LP

MISSION ADVISORS, LP

KERCHEVILLE & COMPANY, INC.

ROTAN MOSLE INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/1979

Series 7

Date: 10/16/1976

Series 24

Date: 4/25/1988

Current Firm

MISSION ADVISORS, LP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MISSION ADVISORS, LP

TRUST BUT VERIFY

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