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Francis Benedict Mccullough

Mc2 Financial Advisers, Inc.

Newtown Square, PA

CRD 2937905

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Employer firm

Mc2 Financial Advisers, Inc. CRD 116309

$66.1M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Mc2 Financial Advisers, Inc.

8 Smedley Lane, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 1998-08-25
  • PA RA
    APPROVED
    Since 1998-08-25

Branch Locations

90 S Newtown St Rd Ste 8 Po Box 432, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mccullough & Company P.C. Newtown Square PA 05/1969 Present
  • 05/1969 → Present
    Mccullough & Company P.C.
    Newtown Square, PA
Other Businesses

NAME: MCCULLOUGH & COMPANY, CPA'S NOT INVESTMENT RELATED ADDRESS: 90 S. NEWTOWN STREET ROAD, SUITE #8 PO BOX 432 NEWTOWN SQUARE, PA 19073 NATURE: ACCOUNTING, CONSULTING, TAX PREPARATION TITLE: PRESIDENT DATE STARTED: 1969 (FROM INCEPTION) 100 HOURS PER MO 50 HOURS PER MO DURING TRADING HOURS DUTIES: BUSINESS ACCOUNTING, CONSULTATION, TAX PREPARATION - BOTH BUSINESS AND INDIVIDUAL.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-09
  • S63 Uniform Securities Agent State Law Examination
    1997-10-09
Designations
  • Certified Financial Planner
Other Names
  • Francis Benedict Mccullough

View on SEC IAPD

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