Robert J. Mccullock

PURE FINANCIAL ADVISORS

San Diego, CA 92108

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CRD#: 2979226

Professional summary

Robert James Mccullock III, AIF®, CFP®, who also goes by Robert James Mccullock, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in San Diego, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert James Mccullock

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 Robert James Mccullock III's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

September 13, 2013 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

RIA

CRD#: 144316

San Diego, CA

Past

April 25, 2006 - August 26, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

CARLSBAD, CA

Past

August 16, 2004 - August 26, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

CARLSBAD, CA

Past

August 16, 2004 - August 26, 2013

TD AMERITRADE, INC.

CRD#: 7870

CARLSBAD, CA

Past

June 27, 2002 - June 8, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TEMECULA, CA

Past

June 27, 2002 - June 8, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

May 16, 2000 - May 15, 2002

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CARMEL, CA

Past

February 2, 2000 - May 15, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

January 1, 1999 - September 14, 1999

LORING WARD SECURITIES INC.

CRD#: 46337

SAN JOSE, CA

Past

December 5, 1997 - January 1, 1999

REINHARDT WERBA BOWEN SECURITIES, INC.

CRD#: 34202

SAN JOSE, CA

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(9/13/2013)

IAR

Texas
(10/7/2019)

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

IAR

Series 66

Date: 5/3/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/7/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/4/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/29/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/17/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Robert J. Mccullock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Mccullock III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

LORING WARD SECURITIES INC.

REINHARDT WERBA BOWEN SECURITIES, INC.

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/3/2000

Series 63

Date: 1/7/1998

Series 7

Date: 12/4/1997

Series 10

Date: 1/29/2002

Series 9

Date: 10/17/2001

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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