Terry Lee Mccullough
Professional Summary
Terry Lee Mccullough is a registered financial advisor currently at E. E. POWELL & COMPANY INC. located in Seven Fields, Pennsylvania. Terry is registered as a RR (Registered Representative) and started their career in finance in 1972. Terry has worked at 1 firm and has passed the Series 7TO, SIE, Series 24 and Series 00 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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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Years of Experience
54 years in the financial services industry
Current & Past Employments
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Current Firm
E. E. POWELL & COMPANY INC. | ELMER E. POWELL & COMPANY
Contact Information
Main Address
200 Northpointe Circle Suite 304, Seven Fields, PA 16046Mailing Address
200 Northpointe Circle Suite 304, Seven Fields, PA 16046Phone Number
(724) 776-7600Established
Pennsylvania since 01/01/1996Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
8FINRA licenses (21 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(10/21/1998)
(8/11/1998)
(3/3/2003)
(8/10/1998)
(11/8/1981)
(5/1/2003)
(4/30/2001)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 00 — General Securities Principal Examination
Passed Jul 1972SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Terry Lee Mccullough's CRS (Customer Relationship Summary).
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