Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert D. McCullough is a financial advisor with over 27 years of experience in the industry. Robert is registered with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC. Robert works with a variety of clients, including individuals, families, businesses, and charitable organizations. Robert provides financial planning, portfolio management, and other wealth management services to help clients achieve their financial goals. Robert is also a licensed insurance agent and offers a variety of insurance products to help clients protect their assets.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/19/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
GA
05/30/1996 - 06/22/2023
EDWARD JONES (PERRY GA)
BOTH
Issued 01/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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