Marla L. Mccully
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marla L Mccully, CFP® was a registered financial professional .
Marla is a previously registered financial professional and started their career in finance in 2007. Marla had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 12, 2018 - March 1, 2018
PORTER WHITE CAPITAL, LLC
October 5, 2015 - January 18, 2018
SPEARHEAD CAPITAL, LLC
June 2, 2009 - February 28, 2018
PORTER WHITE INVESTMENT ADVISORS, INC.
September 14, 2007 - November 11, 2014
PORTER, WHITE & COMPANY, INC.
State Registrations and Notice Filings
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Exams
Current Firm
PORTER WHITE CAPITAL, LLC
CRD#: 289839 / SEC#: , 8-70008
Contact information
Documents
Red Flags
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