FM

Francis B. Mccullough

MC2 FINANCIAL ADVISERS
NEWTOWN SQUARE, PA 19073
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CRD#: 2937905
FM

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.
The advisor shows no other business activity.

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.

BD
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)

Exams


State Security Law Exam
General Industry/Product Exam

Current Firm


MF
MC2 FINANCIAL ADVISERS, INC.
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
4

Regulatory assets under management


Total Number of Accounts65
AUM (Assets Under Management)$ 64,997,904

Red Flags


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Company Information


MC2 FINANCIAL ADVISERS, INC.

CRD#: 116309Newtown Square, PA 19073

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