Penny D Mccall

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 01/2014 → 04/2019
  Independent Insurance Agent
  Eastaboga, AL
• 04/2019 → Present
  Mccall Financial & Benefits Group Llc
  Oxford, AL

Other Businesses

1. MCCALL FINANCIAL BENEFITS GROUP LLC- INVESTMENT-RELATED BUSINESS, INSURANCE PRODUCTION ONLY, BUSINESS ADDRESS; 318 SNOW STREET STE. D, OXFORD AL 36203; MANAGING MEMBER & INSURANCE PRODUCER; COMPANY STARTED IN 2019, IN THIS LINE OF WORK SINCE 2014 INDEPENDENT INSURANCE AGENT. APPROX. 150 HRS/MONTH, ALL DURING TRADING HOURS. 2. FEDERAL EMPLOYEE RETIREMENT CONSULTANTS - NO INVESTMENT-RELATED BUSINESS, EDUCATE AND TRAIN FEDERAL EMPLOYEES ABOUT THEIR RETIREMENT BENEFITS THROUGH THE FEDERAL GOVERNMENT; BUSINESS ADDRESS 318 SNOW STREET STE D., OXFORD AL 36203; ONLY HOURS WORKING WITH FERC WITH BE OCCASIONAL WORKSHOPS AND TRAINING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-28

Other Names

• Penny D Gilmore
• Penny E Day
• Penny Day Mccall