Patrick Daniel Mcnally

Employer firm

Retirement Lifestyles Advisory Group CRD 154642

$68.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/1999 → Present
  Patrick Mcnally Insurance
  San Diego, CA
• 01/2011 → Present
  Mcnally Wealth Management
  Redding, CA

Previous Registrations

• 2007-12-07 → 2009-04-09
  Hunter Financial Inc.
  Post Falls, ID

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-06