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William Mccullough Iii

MCC WEALTH
ATLANTA, GA
·CRD# 7203085·6 years experience

Professional Summary

William Mccullough III, who also goes by William Robert Mccullough III, William Mccullough, is a registered financial advisor currently at MCC WEALTH located in Atlanta, Georgia. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

William Robert Mccullough Iii, William Mccullough

Blog Corner

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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

6 years in the financial services industry

Current & Past Employments

MCC WEALTH·CRD# 334330
RIA
3715 Northside Pkwy Nw Bldg 100, Ste 500, Atlanta, GA 30327
January 29, 2025 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Atlanta, GA
March 21, 2024 - December 4, 2024
CETERA ADVISORS LLC·CRD# 10299
RIA
Atlanta, GA
January 18, 2022 - March 21, 2024
CETERA ADVISORS LLC·CRD# 10299
BD
Atlanta, GA
January 14, 2022 - December 4, 2024
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Newnan, GA
January 1, 2020 - November 21, 2021

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Current Firm

MW
MCC WEALTH

MCC WEALTH | MCC WEALTH INFLUENCERS LLC

CRD#: 334330
Georgia
Registered Investment Advisory firm - Georgia (1/29/2025 Approved)

Contact Information

Main Address

3715 Northside Pkwy Nw Bldg 100, Ste 500, Atlanta, GA 30327

Phone Number

(404) 446-4362

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

14

AUM (Assets Under Management)

$865,165

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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.

1. NAME OF OTHER BUSINESS: MCC WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: MCC RISK AGENCY INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2022; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, & LONG TERM CARE;

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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.
IAR
Georgia
(1/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2020About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2019About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view William Mccullough III's CRS (Customer Relationship Summary).

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