Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McCullough is a financial advisor at Fidelity Personal and Workplace Advisors. Brian has been in the financial services industry since November 25, 2011. Brian holds licenses in 52 states and is registered as an investment advisor representative in Florida and Texas. Brian is also a Registered Options Principal. Brian specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
08/18/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
09/21/2011 - 01/26/2012
WADDELL & REED, INC. (JACKSONVILLE FL)
BOTH
Issued 07/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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