Unclaimed
Bruce McCulloch is an investment advisor representative who has been in the financial services industry since June 16, 1990. Bruce is currently registered with Allstate Financial Advisors, LLC in Washington Crossing, PA. Bruce has held previous registrations with several firms including Sorrento Pacific Financial, LLC, CUSO Financial Services, LP, and Saybrus Equity Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
PA
03/14/2019 - Present
Allstate Financial Advisors, LLC (Washington Crossing PA)
CA
11/15/2018 - 12/20/2018
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
10/30/2018 - 12/20/2018
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
PA
11/12/2015 - 09/29/2017
SAYBRUS EQUITY SERVICES, INC (RADNOR PA)
NY
04/05/2012 - 07/07/2014
ARIANE CAPITAL PARTNERS LLC (NEW YORK NY)
MA
05/09/2005 - 05/06/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
07/12/1995 - 03/07/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
09/22/1989 - 06/27/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
02/06/1989 - 09/29/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
CA
04/15/1988 - 11/25/1988
FN INVESTMENT CENTER (SACRAMENTO CA)
NA
11/13/1986 - 04/22/1988
GNA SECURITIES, INC.
NA
08/09/1985 - 10/24/1986
FIRST COLUMBIA CORPORATION
NA
01/25/1984 - 01/24/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 03/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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