Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Andrew McCullar is a financial advisor with LPL Financial LLC in Fort Mill, SC. Curtis has been in the industry since 1994 and has a broad range of experience. Curtis has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Curtis is committed to providing personalized financial advice and guidance to help clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
08/28/2021 - Present
LPL Financial LLC (FORT MILL SC)
VA
01/08/2018 - 08/27/2021
CETERA ADVISOR NETWORKS LLC (ROANOKE VA)
VA
04/11/2008 - 01/11/2018
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
VA
02/21/2006 - 04/24/2008
CITIGROUP GLOBAL MARKETS INC. (ROANOKE VA)
MD
07/14/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/11/1994 - 07/18/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 03/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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