Eric A Mccully

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/2015 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2015 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-01-02 → 2015-05-08
  Msi Financial Services, Inc.
  Franklin, TN
• 2010-03-02 → 2015-01-02
  New England Securities
  Memphis, TN

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) VENTURE INVESTMENT REALTY LLC, 1696 CARRUTHERS PLACE MEMPHIS TN, 09/2006, MEMBER - LLC OWNS 15 SINGLE FAMILY HOMES IN DESOTO COUNTY, MS. NIR, 2 HR/MO 0 HR/MO TRADING 3) FRONT DOOR PROPERTIES LLC, 186 W GOULD AVE EUPORA MS, 06/2004, MEMBER - LLC OWNS MIXED USE REAL ESTATE DEVELOPMENT CONSISTING OF 1 COMMERCIAL AND 3 RESIDENTIAL BUILDINGS. NIR, 0 HR/MO 0 HR/MO TRADING 4) MCCULLY PROPERTIES, LLC, 1696 CARRUTHERS PLACE MEMPHIS TN, 09/2009, MEMBER - LLC OWNS SINGLE APARTMENT BUILDING. NIR, 2 HR/MO 0 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING, 05/2015 6) GREATER FINANCIAL, 5862 SHADY GROVE ROAD MEMPHIS TN, 05/2015, OWNER, DBA, INV REL, 80 HR/MO 60 HR/MO TRADING 7) ERIC MCCULLY, 5862 Shady Grove Road, Memphis TN 38120, United States, 11/29/2024, Owner, Food/Beverage Services, NIR, 3 HR/MO 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-22
• S63 Uniform Securities Agent State Law Examination
  2009-10-12

Designations

• Certified Financial Planner

Other Names

• Eric Mccully
• Eric Adams Mccully