Joseph M. Mccullough
Professional summary
Joseph Michael Mccullough, who also goes by Joe Mccullough, is a registered financial advisor currently at MCCULLOUGH WEALTH MANAGEMENT LLC located in Van Alstyne, Texas.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Michael Mccullough's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2024 - Present
MCCULLOUGH WEALTH MANAGEMENT LLC
Office #1: 609 Lavender Dr, Van Alstyne, TX 75495January 12, 2024 - May 7, 2024
SECURITIES AMERICA ADVISORS, INC.
January 12, 2024 - May 7, 2024
SECURITIES AMERICA, INC.
August 22, 2023 - September 13, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/15/2024)
Exams
Series 7TO
Date: 8/22/2023
General Securities Representative ExaminationCurrent Firm
MCCULLOUGH WEALTH MANAGEMENT LLC
CRD#: 331695 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 4,389,624 |
Red Flags
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Company Information
MCCULLOUGH WEALTH MANAGEMENT LLC
CRD#: 331695Van Alstyne, TX 75495TRUST BUT VERIFY
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