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Francis Benedict McCullough

MC2 Financial Advisers, Inc.

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About Francis Benedict McCullough

Francis McCullough is a financial advisor at Mc2 Financial Advisers, Inc., a firm based in Newtown Square, Pennsylvania. Francis specializes in providing financial planning and portfolio management services for individuals and businesses. Francis also works as President for McCullough & Company, CPA's which is a separate accounting and tax preparation firm. Francis has been in the financial services industry since 1997 and holds a Series 6 and a Series 63 license. Francis is also a Certified Financial Planner.

Firm Information

Francis McCullough is currently registered with MC2 Financial Advisers, Inc.. MC2 Financial Advisers, Inc. is an investment advisor registered with the SEC. The firm manages approximately $63.65 million in assets for 62 clients. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension plans. The firm primarily serves high-net-worth individuals, with 35 clients and $47.16 million in assets under management. MC2 Financial Advisers also serves individuals other than high-net-worth individuals (26 clients, $15.88 million AUM) and pension and profit-sharing plans (1 client, $606,456 AUM).

$63.65M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francis McCullough’s Registration & Firm History

PA

08/25/1998 - Present

MC2 Financial Advisers, Inc. (NEWTOWN SQUARE PA)

TX

11/14/1997 - 10/07/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 10/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Benedict McCullough.
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