Joseph Michael Mccullough

Employer firm

Mccullough Wealth Management LLC CRD 331695

$10.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2023 → 09/2023
  Ameriprise Financial Services, Llc
  Mckinney, TX
• 08/2012 → 05/2023
  Allen Independent School District
  Allen, TX
• 09/2023 → 01/2024
  Unemployed
  Allen, TX
• 01/2024 → 04/2024
  Securities America, Inc.
  Plano, TX
• 01/2024 → 04/2024
  Securities America Advisors
  Plano, TX
• 05/2024 → Present
  Mccullough Wealth Management, Llc
  Van Alstyne, TX

Previous Registrations

• 2024-01-12 → 2024-05-07
  Securities America Advisors, Inc.
  Plano, TX

Other Businesses

1) CPA; since 1993; does not provide accounting service 2) TX Licensed Insurance agent; since 2024; does not currently sell insurance products

Exams

• S66 Uniform Combined State Law Examination
  2023-10-05

Other Names

• Joe Mccullough