Douglas Heath Mcculloch

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Williamsport, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  South Williamsport, PA

Previous Registrations

• 2012-09-11 → 2012-10-22
  Lpl Financial Llc
  Williamsport, PA

Other Businesses

Business Ownership; Percy & Southern LLC; Owner; Real Estate Partnership; 407 West Southern Avenue, , South Williamsport, PA, 17702; Not Investment-Related; 06/03/2013; 1 to 9 hours per month; 0 during trading hours / Doug & Eva Enterprises LLC/Yardlove570; Co-owner; Yard Signs & Greetings - Rentals for Occasions (Birthday/Anniversaries/Graduations/Etc.); 2330 West Southern Avenue, , South Williamsport, PA, 17702; Not Investment-Related; 09/03/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-08
• S63 Uniform Securities Agent State Law Examination
  1997-12-04