Alan Josh Mcculley

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 01/2019
  Econ Wealth Management
  Harrisburg, PA
• 02/2019 → 02/2024
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 10/2015 → 01/2019
  Econ Wealth Management
  Harrisburg, PA
• 04/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-03-01 → 2024-03-19
  J. W. Cole Advisors, Inc.
  Palmyra, PA
  Tampa, FL
  Hummelstown, PA
• 2017-01-30 → 2019-01-24
  Econ Wealth Management
  Harrisburg, PA

Other Businesses

1. COMPREHENSIVE FINANCIAL ASSOCIATES, 2090 Linglestown Rd, Harrisburg PA 17110, 07/2024, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 50 HR/MO, 40 /MO TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 09/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-06-28
• S65 Uniform Investment Adviser Law Examination
  2015-09-24

Other Names

• A. J. Mcculley