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David Edward McCullagh

American Century Investment Services Inc.

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About David Edward McCullagh

David McCullagh is a registered investment advisor in 51 states. David has been in the securities industry since 2015. He holds the Series 63, Series 65, Series 7TO, and SIE exams. David is currently employed by American Century Investment Services Inc. in Kansas City, MO.

Firm Information

David McCullagh is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David McCullagh’s Registration & Firm History

MO

03/21/2023 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 05/02/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Edward McCullagh.
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