Julia Catherine Mccullough

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2008 → Present
  Raymond James Financial Services, Inc.
  Troy, MI
• 10/2010 → Present
  Southworth & Wilson, Inc
  Troy, MI
• 11/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Troy, MI

Other Businesses

(1)Name of Business: Southworth & Wilson, Inc. Address: 1301 W Long Lake Rd Ste 107, Troy, MI, 48098, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Wendy Wilson.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-29
• S63 Uniform Securities Agent State Law Examination
  2009-11-20

Other Names

• Julia Catherine Simpson