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Barbara Catherine Mcnally

SSN ADVISORY, INC.·KNOXVILLE, Tennessee
SSN ADVISORY, INC.
9729 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 1011283Firm CRD# 126090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Catherine Mcnally · KNOXVILLE, TN
Registration
CRD #1011283 · SSN ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Barbara Catherine Mcnally is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with SSN ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SSN ADVISORY, INC.
SSN ADVISORY, INC.
AUM
$2.4B
Regulatory assets under management
Employees
241
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 1011283
Firm CRD# 126090
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Catherine Mcnally offer?
Barbara Catherine Mcnally specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Barbara Catherine Mcnally's credentials?
Barbara Catherine Mcnally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Catherine Mcnally located?
Barbara Catherine Mcnally is based in KNOXVILLE, Tennessee, working with SSN ADVISORY, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Barbara Catherine Mcnally charge for services?
Barbara Catherine Mcnally's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSN ADVISORY, INC.?
SSN ADVISORY, INC. has approximately 241 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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