Mccabe Culley Strothmann

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 07/2018 → 05/2019
  Lpl Financial Llc
  Marion, IL
• 08/2000 → 07/2018
  At&T
  Mt. Vernon, IL
• 07/2018 → 05/2019
  First Southern Bank
  Marion, IL
• 05/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2018-08-30 → 2019-06-04
  Lpl Financial Llc
  Herrin, IL
  Herrin, IL

Other Businesses

(1) Real Estate Rental; Not investment related; Mr. Vernon, IL; Property owner; Manage Rental; start 1/1/2009; 0 hours / month during trading. (2) Shepherd Wealth Advisors - Investment Related - 3307 Broadway Street, Mt. Vernon, IL 62864 - Financial Advisory - Owner - 06/2019 - 160 hours per month devoted, 130 hours per month devoted during securities trading hours, sales and offering financial guidance & fixed insurance products. (3) HoneyBee Haven; Not investment Related; 809 Buffalo Ln, Mt. Vernon, IL; Beekeeper; Occasionally inspects hives and harvest honey once per year; Start 1/1/2020; 0 hours / month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-29

Other Names

• Daniel Mccabe Davies