Robert H. Mccullough
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert H Mccullough Jr, who also goes by Bob Mccullough Jr, Robert Herman Mccullough Jr, Robert Herman Mccullough, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1977. Robert had worked at 9 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE, Series 7, Series 6 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 19, 2022 - December 31, 2023
TRUWEALTH ADVISORS, LLC
January 12, 2007 - March 25, 2022
EDWARD JONES
April 13, 2000 - March 25, 2022
EDWARD JONES
June 22, 1998 - May 22, 2000
MONY SECURITIES CORPORATION
July 25, 1995 - June 22, 1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 25, 1995 - June 22, 1998
OSAIC FA, INC.
September 12, 1994 - August 21, 1995
AMERICAN UNITED LIFE INSURANCE COMPANY
January 20, 1994 - July 25, 1995
FIRST FINANCIAL SECURITIES OF AMERICA, INC.
January 18, 1983 - June 15, 1984
INTEGRATED RESOURCES EQUITY CORPORATION
December 28, 1981 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
September 7, 1977 - October 17, 1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 7, 1977 - October 17, 1989
OSAIC FA, INC.
Primary Firm SEC Registration
TRUWEALTH ADVISORS, LLC
CRD#: 306876 / SEC#: 801-119073
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 8/20/1977
Registered Representative ExaminationCurrent Firm
TRUWEALTH ADVISORS, LLC
CRD#: 306876 / SEC#: 801-119073
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,157 |
| AUM (Assets Under Management) | $ 2,535,697,292 |
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.
