CM
Colin R. Mcculley
KESTRA ADVISORY SERVICES
Milledgeville, GA 31061
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CRD#: 5969158
CM
Professional summary
Colin Randolph Mcculley is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Milledgeville, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Milledgeville, Georgia.
Colin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Colin has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
Name: COLIN R. MCCULLEY; INVESTMENT RELATED; 2727 N. COLUMBIA STREET, MILLEDGEVILLE, GA 31061; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 01/2012; 25 HRS; 10 HRS; DETERMINE CLIENT NEEDS AND OBJECTIVES THEN RECOMMEND APPROPRIATE PRODUCT(S) TO ACCOMPLISH THEIR STATED NEEDS AND OBJECTIVES.// Name: PROTECTIVE FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/30/2015 ADDRESS: 2727 N. Columbia St., Milledgeville GA 31061, United States DESCRIPTION: Assist clients in development and execution of personal financial plans. Determine client needs and objectives and recommend appropriate products to accomplish their stated needs and objectives Name: NRA PISTOL & RIFLE INSTRUCTOR POSITION: instructor NATURE: teaching instructor INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 23780 US Highway 441 S, Milledgeville GA 31061, United States DESCRIPTION: I teach pistol and rifle safety skills as well as proper shooting and maintenance techniques to students throughout middle Georgia. Name: SINCLAIR BAPTIST CHURCH POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2003 ADDRESS: 102 Airport Rd., Milledgeville GA 31061, United States DESCRIPTION: I help oversee the daily operations of the church. We meet twice a month in-person or by phone to review the operations of the church and its programs. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/02/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: determine client needs and objectives and recommend appropriate products to accomplish their stated needs and objectives Name: RED CEDAR PLANTATION POSITION: Tree farmer NATURE: Family Tree Farm INVESTMENT RELATED: No # OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2003 ADDRESS: 23780 US Hwy 441 South, Milledgeville GA 31061, United States DESCRIPTION: Manage and operate the family tree farm, which is also where we live. This work is done on evenings, weekends, and days off from work.
CRS (Client Relationship Summary) - RIA
Click below to view Colin Randolph Mcculley'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®
NoneExperience
Current
May 3, 2022 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2727 N. Columbia St., Milledgeville, GA 31061RIA
CRD#: 283330
Milledgeville, GA
Current
May 2, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2727 North Columbia Street, Milledgeville, GA 31061BD
CRD#: 42046
Milledgeville, GA
Past
August 19, 2015 - May 2, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
MILLEDGEVILLE, GA
Past
August 18, 2015 - May 2, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
MILLEDGEVILLE, GA
Past
October 26, 2011 - July 29, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MILLEDGEVILLE, GA
Past
October 4, 2011 - July 29, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MILLEDGEVILLE, GA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/18/2023)
RR
Georgia(5/2/2022)
IAR
Georgia(5/3/2022)
RR
North Carolina(8/21/2025)
RR
Ohio(7/24/2024)
RR
Vermont(5/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Milledgeville, GA 31061TRUST BUT VERIFY
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