Best Investors
Account
Sign in
Best Investors
Account
Sign in
2520 Goodwater Ave Suite B, Redding, CA 96002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-03-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Mcnally Insurance | San Diego | CA | 10/1999 | Present |
| Mcnally Wealth Management | Redding | CA | 01/2011 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-06 |
Reach out to this advisor