Bruce C. Mcculloch

ALLSTATE FINANCIAL ADVISORS

Washington Crossing, PA 18977-1369

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CRD#: 1225820

Professional summary

Bruce Craig Mcculloch, who also goes by B C Mcculloch, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Washington Crossing, Pennsylvania and ALLSTATE FINANCIAL SERVICES, LLC located in Washington Crossing, Pennsylvania.

Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Bruce has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

B C Mcculloch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bruce Craig and Jennifer McCulloch Living Trust, 14 Wesley Ct, Napa CA 94558, Owner, non investment related, duties-I manage the property and collect rents and retain services as needed, time devoted-1%, start dt-07/01/07, hrs per mo-2, during trading hrs-0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Craig Mcculloch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2019 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 1099 General Knox Rd Ste 1, Washington Crossing, PA 18977-1369

RIA

CRD#: 109524

Washington Crossing, PA

Current

March 14, 2019 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1099 General Knox Rd Ste 1, Washington Crossing, PA 18977-1369

CRD#: 18272

Washington Crossing, PA

Past

November 16, 2018 - December 20, 2018

SORRENTO PACIFIC FINANCIAL, LLC

RIA

CRD#: 127787

Radnor, PA

Past

November 15, 2018 - December 20, 2018

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

SAN DIEGO, CA

Past

October 30, 2018 - December 20, 2018

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SAN DIEGO, CA

Past

November 12, 2015 - September 29, 2017

SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319

RADNOR, PA

Past

April 5, 2012 - July 7, 2014

INTEGRAL WEALTH SECURITIES LLC

CRD#: 36143

NEW YORK, NY

Past

December 9, 2008 - May 6, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

WAYNE, PA

Past

September 15, 2005 - December 31, 2006

JOHN HANCOCK DISTRIBUTORS LLC

RIA

CRD#: 5249

WAYNE, PA

Past

May 9, 2005 - May 6, 2010

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

November 12, 2003 - March 7, 2006

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

NAPA, CA

Past

July 12, 1995 - March 7, 2006

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

September 22, 1989 - June 27, 1994

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

February 6, 1989 - September 29, 1989

INTEGRATED RESOURCES INVESTMENT CENTERS, INC.

CRD#: 14338

NEW YORK, NY

Past

April 15, 1988 - November 25, 1988

CAL FED INVESTMENTS

CRD#: 19631

SACRAMENTO, CA

Past

November 13, 1986 - April 22, 1988

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

Past

August 9, 1985 - October 24, 1986

FIRST COLUMBIA CORPORATION

CRD#: 6443

Past

January 25, 1984 - January 24, 1985

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(5/7/2024)

Pennsylvania
(3/14/2019)

IAR

Pennsylvania
(3/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/29/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/2/1987

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bruce C. Mcculloch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Craig Mcculloch's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

SORRENTO PACIFIC FINANCIAL, LLC

SORRENTO PACIFIC FINANCIAL, LLC

CUSO FINANCIAL SERVICES, L.P.

SAYBRUS EQUITY SERVICES, LLC

INTEGRAL WEALTH SECURITIES LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK DISTRIBUTORS LLC

JOHN HANCOCK DISTRIBUTORS LLC

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

INTEGRATED RESOURCES INVESTMENT CENTERS, INC.

CAL FED INVESTMENTS

CAPITAL BROKERAGE CORPORATION

FIRST COLUMBIA CORPORATION

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2003

Series 63

Date: 2/23/1984

SIE

Date: 9/29/2017

Series 7

Date: 1/21/1984

Series 24

Date: 2/2/1987

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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