Andrew James 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:

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

Current Employers

Employment History

• 08/2016 → 08/2018
  College Of William And Mary
  Williamsburg, VA
• 08/2018 → 01/2019
  Self-Employed
  Norfolk, VA
• 10/2018 → Present
  Lpl Financial Llc
  Franklin, VA
• 10/2018 → 07/2019
  Bronco Federal Credit Union
  Fanklin, VA

Other Businesses

1)2/8/19- McCulley Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%

Exams

• S66 Uniform Combined State Law Examination
  2019-06-14

Other Names

• Andrew James Mcculley
• Andy Mcculley
• Drew Mcculley