Harry J. Mccullough

COMPREHENSIVE INVESTMENT MANAGEMENT

Philadelphia, PA

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CRD#: 2937904

Professional summary

Harry Joseph Mccullough, CFP® is a registered financial advisor currently at COMPREHENSIVE INVESTMENT MANAGEMENT, LLC located in Philadelphia, Pennsylvania.

Harry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Harry has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harry Joseph 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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

February 8, 2005 - Present

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 133272

Philadelphia, PA

Past

August 25, 1998 - November 30, 2009

MC2 FINANCIAL ADVISERS, INC.

RIA

CRD#: 116309

NEWTOWN SQUARE, PA

Past

November 14, 1997 - October 7, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/8/2005)

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Exams

State Security Law Exam

Series 63

Date: 10/9/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/13/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

CRD#: 133272 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/8/2005 Approved)

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Contact information

Main Address

North Wales, PA

Mailing Address

Phone number

(610) 960-1068

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 43,783,110

Red Flags

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Harry J. Mccullough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harry Joseph Mccullough's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

MC2 FINANCIAL ADVISERS, INC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/9/1997

Series 6

Date: 11/13/1997

Current Firm

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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