William Mccullough

MCC WEALTH

ATLANTA, GA 30327

Some features on this profile are disabled

CRD#: 7203085

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Robert Mccullough Iii | William Mccullough

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;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Mccullough III'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®

None

Experience

Current

January 29, 2025 - Present

MCC WEALTH

Office #1: 3715 Northside Pkwy Nw Bldg 100, Ste 500, Atlanta, GA 30327

RIA

CRD#: 334330

ATLANTA, GA

Past

March 21, 2024 - December 4, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ATLANTA, GA

Past

January 18, 2022 - March 21, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

ATLANTA, GA

Past

January 14, 2022 - December 4, 2024

CETERA ADVISORS LLC

CRD#: 10299

ATLANTA, GA

Past

January 1, 2020 - November 21, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEWNAN, GA

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 3/14/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/14/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/30/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/6/2019

Securities Industry Essentials Examination

Current Firm

MCC WEALTH

MCC WEALTH | MCC WEALTH INFLUENCERS LLC

CRD#: 334330 / SEC#:

Georgia

Registered Investment Advisory firm - (1/29/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(404) 446-4362

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William Mccullough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MCC WEALTH

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2020

Series 63

Date: 2/14/2020

Series 6TO

Date: 12/30/2019

SIE

Date: 12/6/2019

Current Firm

MCC WEALTH

Contact information

Documents

Red Flags

Company Information

MCC WEALTH

TRUST BUT VERIFY

Similar Advisors