Unclaimed
Brian McCullough is a financial advisor who is registered with TIAA-CREF Individual & Institutional Services, LLC. Brian is based in Frisco, Texas, and is also licensed to provide advisory services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Brian has been a financial advisor since March 24, 2019.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
05/04/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Grapevine TX)
TX
12/13/2018 - 04/12/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
IA
Issued 05/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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