Benjamin David Mcculloch
Professional Summary
Benjamin David Mcculloch, who also goes by Benjamin D Mcculloch, is a registered financial advisor currently at XMS CAPITAL PARTNERS, LLC located in Chicago, Illinois. Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2006. Benjamin has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Benjamin D Mcculloch
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
XMS CAPITAL PARTNERS, LLC
Contact Information
Main Address
321 N Clark Street Suite 2440, Chicago, IL 60654Mailing Address
321 N Clark Street Suite 2440, Chicago, IL 60654Phone Number
(312) 262-5642Established
Delaware since 09/22/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (38 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Benjamin David Mcculloch's CRS (Customer Relationship Summary).
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