Stephanie White Mccullough

Current Employers

Employment History

• 08/1997 → Present
  American Financial Group
  Berwyn, PA
• 01/1998 → 09/2017
  Ifg/Russell Advisors, Inc.
  Berwyn, PA
• 02/2000 → Present
  American Financial Management Grp
  Berwyn, PA
• 05/2014 → Present
  Triad Advisors, Inc.
  Norcross, GA
• 01/2019 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2003-06-04 → 2018-12-31
  American Financial Management Group, Ltd.
  Berwyn, PA
• 1998-04-20 → 2017-12-31
  Ifg Russell Advisors Inc
  Berwyn , PA
• 2013-09-03 → 2014-05-05
  Cetera Wealth Services, Llc
  Berwyn, PA
• 2010-10-07 → 2013-09-03
  Walnut Street Securities, Inc.
  Berwyn, PA
  Berwyn, PA

Other Businesses

1.Ms. McCullough uses American Financial Management Group and Sofia Financial as the names of the business under which she provides investment advice through Private Advisor Group, LLC. Ther activity occurs at the address where Ms. McCullough is registered. Ther activity is related to her investment services practice. Ms. McCullough devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. McCullough devotes to activity providing investment services through PAG. 2.Ms. McCullough holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Ms. McCullough provides. This activity is not related to her investment services practice. This activity takes places at the location where Ms. McCullough is registered. Ms. McCullough devotes minimal time to this activity. Ms. McCullough may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Ms. McCullough to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group, LLC. 3.Ms. McCullough creates online courses and workshops on wealth management for women. This activity is not related to her investment services practice. This activity takes places at the location where Ms. McCullough is registered. Ms. McCullough devotes minimal time to this activity. 4.Ms. McCullough is the co-host of Take Back Retirement, a podcast providing retirement advice for women. This activity is not related to her investment services practice. This activity takes places at the location where Ms. McCullough is registered. Ms. McCullough devotes minimal time to this activity. The opinions voiced in the podcast are for general information only and are not intended to provide specific advice or recommendations to any individual.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-12
• S63 Uniform Securities Agent State Law Examination
  1998-02-03

Other Names

• Stephanie W Mccullough
• Stephanie Paige White