Francis B. Mccullough

MC2 FINANCIAL ADVISERS

NEWTOWN SQUARE, PA 19073

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CRD#: 2937905

Professional summary

Francis Benedict Mccullough is a registered financial advisor currently at MC2 FINANCIAL ADVISERS, INC. located in Newtown Square, Pennsylvania.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Francis has worked at 2 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.

NAME: MCCULLOUGH & COMPANY, CPA'S NOT INVESTMENT RELATED ADDRESS: 90 S. NEWTOWN STREET ROAD, SUITE #8 PO BOX 432 NEWTOWN SQUARE, PA 19073 NATURE: ACCOUNTING, CONSULTING, TAX PREPARATION TITLE: PRESIDENT DATE STARTED: 1969 (FROM INCEPTION) 100 HOURS PER MO 50 HOURS PER MO DURING TRADING HOURS DUTIES: BUSINESS ACCOUNTING, CONSULTATION, TAX PREPARATION - BOTH BUSINESS AND INDIVIDUAL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Benedict 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®

None

Experience

Current

August 25, 1998 - Present

MC2 FINANCIAL ADVISERS, INC.

Office #1: 90 S Newtown St Rd Ste 8 Po Box 432, Newtown Square, PA 19073

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
(8/25/1998)

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.

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

MC2 FINANCIAL ADVISERS, INC.

CRD#: 116309 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/25/1998 Approved)

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Contact information

Main Address

8 Smedley Lane, Newtown Square, PA 19073

Mailing Address

Phone number

(610) 353-7777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 64,997,904

Red Flags

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

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Francis B. Mccullough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Benedict Mccullough's CRS (Customer Relationship Summary).

Certified licenses

Experience

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

MC2 FINANCIAL ADVISERS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MC2 FINANCIAL ADVISERS, INC.

TRUST BUT VERIFY

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