Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
47yrs
Marshall Royal Cassedy Jr
Financial advisor at McNally Financial Services
At a glance
Experience47 years (since 1980)
How that compares ?Top advisor by experience at McNally Financial Services
Office16414 SAN Pedro Suite 930, San Antonio, TX 78232
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through McNally Financial Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowMcNally Financial Services CorporationCurrent firm
- 2007 – 2010Capitol Securities Management, Inc.Previously
- Jul 2005 – Feb 2007United Securities Alliance, Inc.Previously
- 1999 – 2005Western International Securities, Inc.Previously
Questions to ask Marshall
Tailored to Marshall’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Marshall
How do I contact Marshall?
Call McNally Financial Services at 210-545-7080 and ask for Marshall Royal Cassedy Jr. Marshall works from the San Antonio, TX office.
How long has Marshall been a financial advisor?
Marshall has been in the industry since 1980, about 47 years. Top advisor by experience at McNally Financial Services.
What licenses does Marshall hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marshall a fiduciary?
Marshall is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marshall paid?
McNally Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Marshall 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.
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