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JM

Joseph M. Mccullough

MCCULLOUGH WEALTH MANAGEMENT
Van Alstyne, TX 75495
Some features on this profile are disabled
CRD#: 7768494
JM

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

Are you a "fiduciary"?
Yes

Aliases

Joe 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Mccullough'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

July 15, 2024 - Present

MCCULLOUGH WEALTH MANAGEMENT LLC

Office #1: 609 Lavender Dr, Van Alstyne, TX 75495
RIA
CRD#: 331695
Van Alstyne, TX
Past

January 12, 2024 - May 7, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
PLANO, TX
Past

January 12, 2024 - May 7, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
PLANO, TX
Past

August 22, 2023 - September 13, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MCKINNEY, TX

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
Texas
(7/15/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/22/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2023
Securities Industry Essentials Examination

Current Firm

MW
MCCULLOUGH WEALTH MANAGEMENT LLC
MCCULLOUGH WEALTH MANAGEMENT LLC

CRD#: 331695 / SEC#:

Texas
Registered Investment Advisory firm - (7/15/2024 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
609 Lavender Dr, Van Alstyne, TX 75495
Mailing Address
Phone number
(972) 332-0700
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts26
AUM (Assets Under Management)$ 10,619,455

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.

Company Information

MCCULLOUGH WEALTH MANAGEMENT LLC

CRD#: 331695Van Alstyne, TX 75495

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