RM
Robert D. Mccullough
KESTRA PRIVATE WEALTH SERVICES
Perry, GA 31069
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CRD#: 2721144
RM
Professional summary
Robert D. Mccullough, who also goes by Robert Dynes Mccullough, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Perry, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Perry, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Dynes Mccullough
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.
Business Name: INSPIRED WEALTH PLANNING POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/17/2023 ADDRESS: 402 General Courtney Hodges Blvd, Unit 301, Perry GA 31069 DESCRIPTION: Investment advising and client relations Business Name: BOBKAT LLC POSITION: Owner NATURE: Entity for assets INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2023 ADDRESS: 402 Courtney Hodges Blvd, Unit 301, Perry GA 31069 DESCRIPTION: Entity used for income and expenses paid. Business Name: HLPC CHURCH POSITION: Deacon NATURE: Deacon INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 10 START DATE: 07/03/2017 ADDRESS: 101 OBrain Dr, Kathleen GA 31047, United States DESCRIPTION: Helping with church poor.
CRS (Client Relationship Summary) - RIA
Click below to view Robert D. Mccullough's 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®
NoneExperience
Current
June 16, 2023 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 201 Wes Park Dr Suite 100, Perry, GA 31069RIA
CRD#: 155193
Perry, GA
Current
June 14, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 201 Wes Park Dr Suite 100, Perry, GA 31069BD
CRD#: 42046
Perry, GA
Past
January 19, 2007 - June 22, 2023
EDWARD JONES
RIA
CRD#: 250
PERRY, GA
Past
May 30, 1996 - June 22, 2023
EDWARD JONES
BD
CRD#: 250
PERRY, GA
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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.RR
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
RR
Alabama(6/14/2023)
RR
Arizona(6/14/2023)
RR
California(6/14/2023)
RR
Colorado(6/14/2023)
RR
Connecticut(6/14/2023)
RR
Florida(6/14/2023)
RR
Georgia(6/14/2023)
IAR
Georgia(6/16/2023)
RR
Illinois(6/14/2023)
RR
Indiana(6/14/2023)
RR
Iowa(6/14/2023)
RR
Kansas(6/14/2023)
RR
Louisiana(6/14/2023)
IAR
Louisiana(6/19/2023)
RR
Michigan(6/14/2023)
RR
Mississippi(6/14/2023)
RR
Montana(6/14/2023)
RR
North Carolina(6/27/2023)
RR
Ohio(6/14/2023)
RR
Pennsylvania(6/14/2023)
RR
South Carolina(3/18/2025)
RR
Tennessee(6/14/2023)
RR
Virginia(6/14/2023)
RR
Washington(5/16/2025)
RR
West Virginia(6/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193Perry, GA 31069TRUST BUT VERIFY
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Contact information
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