HM
Heath Mccullough
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
Chattanooga, TN 37421
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CRD#: 7994238
HM
Professional summary
Heath Mccullough is a registered financial advisor currently at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT located in Chattanooga, Tennessee.
Heath is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Heath has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Elevate Financial Planning and Wealth Management. Investment Related. St. Petersburg, FL 33701. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities. Elevate Financial Planning and Wealth Management Insurance. Not Investment Related. St. Petersburg, FL 33701. Fixed Insurance Sales. 09/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales.
CRS (Client Relationship Summary) - RIA
Click below to view Heath 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®
NoneExperience
Current
October 23, 2024 - Present
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
Office #1: 7405 Shallowford Rd Suite 310, Chattanooga, TN 37421RIA
CRD#: 329079
Chattanooga, TN
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
Florida(10/23/2024)
IAR
South Carolina(8/24/2025)
IAR
Tennessee(8/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EF
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
CRD#: 329079 / SEC#:
Florida
Registered Investment Advisory firm - (8/29/2024 Approved)Georgia
Registered Investment Advisory firm - (1/23/2025 Approved)Louisiana
Registered Investment Advisory firm - (10/23/2024 Approved)Maryland
Registered Investment Advisory firm - (2/3/2025 Terminated)North Carolina
Registered Investment Advisory firm - (10/21/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (6/3/2025 Approved)South Carolina
Registered Investment Advisory firm - (5/16/2025 Approved)Tennessee
Registered Investment Advisory firm - (12/16/2024 Approved)Texas
Registered Investment Advisory firm - (1/30/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9400 4th Street N Suite 201, St. Petersburg, FL 33702
Mailing Address
Phone number
(727) 478-8886
Established
Firm type
Fiscal year end
# of Employees
30
Regulatory assets under management
| Total Number of Accounts | 390 |
| AUM (Assets Under Management) | $ 67,350,000 |
Red Flags
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Company Information
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
CRD#: 329079Chattanooga, TN 37421TRUST BUT VERIFY
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