Unclaimed Profile

Barbara Catherine Mcnally

SSN ADVISORY, INC.·KNOXVILLE, Tennessee

SIE, Series 4, Series 7, Series 24, Series 53, Series 63Clean record20 years registeredSSN 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. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SSN ADVISORY, INC.

SSN ADVISORY, INC.

Aug 2006 – Jan 2019

KNOXVILLE, TN

METLIFE SECURITIES INC.

Feb 2006 – Jul 2006

BROADVIEW HEIGHTS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · February 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SSN ADVISORY, INC.

CRD 126090 · SEC 801-61989

AUM

$2.4B

Regulatory assets under management

Employees

241

13,989 client accounts

Services offered by SSN ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SSN ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Barbara Catherine Mcnally offer?

Barbara Catherine Mcnally specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with SSN ADVISORY, INC..

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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