Dana Farrell McGinnis
Financial advisor at Mission Advisors
At a glance
Services through Mission Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowMission Advisors, LPCurrent firm
- 2020 – 2024Mission Advisors, LPPreviously
- 2010 – 2019Mission Advisors, LPPreviously
- Jan 2008 – Dec 2008Mission Advisors, LPPreviously
- 1999 – 2007Mission Advisors, LPPreviously
Questions to ask Dana
Tailored to Dana’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Dana
How do I contact Dana?
Call Mission Advisors at 210-323-2000 and ask for Dana Farrell McGinnis. Dana works from the Terrell Hills, TX office.
How long has Dana been a financial advisor?
Dana has been in the industry since 1979, about 47 years. Top 1% for experience in Texas.
What licenses does Dana hold?
Series 63. Tap any license on this page to see what it allows.
Is Dana a fiduciary?
Dana is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dana paid?
Mission Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Dana for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.