Matthew Jordan Mcculley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-07-31
GA	RA	APPROVED	2022-06-25
TX	RA	APPROVED	2022-06-23

TN RA
APPROVED

Since 2026-07-31
GA RA
APPROVED

Since 2022-06-25
TX RA
APPROVED

Since 2022-06-23

Branch Locations

Hendersonville, TN • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2013	06/2022
Lpl Financial Llc	Woodstock	GA	06/2022	Present

07/2013 → 06/2022

Edward Jones

St Louis, MO
06/2022 → Present

Lpl Financial Llc

Woodstock, GA

Previous Registrations

2013-09-03 → 2022-06-24

Edward Jones

Roswell, GA

Maryland Heights, MO

Maryland Heights, MO

Roswell, GA

Other Businesses

1) 06/13/2022 - McCulley Capital Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2022 2) 05/05/2023 - Good Life Insurance Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/08/2023 - 5 Hours Per Month/1 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-30

S66 Uniform Combined State Law Examination

2013-08-30

Designations

Certified Financial Planner

View on SEC IAPD