Paul S. Mccollum
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul Stephen Mccollum, CFP® was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 1986. Paul had worked at 5 firms and has passed the Series 63, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 28, 2020 - October 6, 2023
MCCOLLUM INVESTMENT ADVISORS
January 25, 2016 - May 26, 2020
CARNEGIE INVESTMENT COUNSEL
January 18, 2005 - January 25, 2016
INTELLINOMICS
October 18, 1999 - December 31, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
November 21, 1995 - December 31, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 25, 1986 - November 22, 1995
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MCCOLLUM INVESTMENT ADVISORS
CRD#: 307225 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 57,868,617 |
Red Flags
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