Paul R. 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.
Paul R Mccully, who also goes by Paul Mccully, was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 2012. Paul had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 13, 2016 - July 29, 2016
7300 WEALTH MANAGEMENT, LLC.
December 23, 2014 - April 28, 2016
VALIC FINANCIAL ADVISORS, INC.
December 23, 2014 - April 28, 2016
VALIC FINANCIAL ADVISORS, INC.
March 6, 2013 - December 23, 2014
EDWARD JONES
December 21, 2012 - December 23, 2014
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
7300 WEALTH MANAGEMENT, LLC.
CRD#: 169536 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 789 |
| AUM (Assets Under Management) | $ 56,008,235 |
Red Flags
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