Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James McCulloch is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Pure Financial Advisors, LLC and has been with them since August 2013. Prior to joining Pure Financial Advisors, LLC, Robert worked at TD Ameritrade, Inc., Charles Schwab & Co., Inc., RWB Securities Inc. and Reinhardt Werba Bowen Securities, Inc. Robert holds the Series 7, 9, 10, 63 and 66 licenses and is also a Certified Financial Planner. Robert's expertise lies in providing financial planning, pension consulting and portfolio management for individuals and businesses. Robert is passionate about helping his 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.
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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CA
10/07/2019 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
08/16/2004 - 08/26/2013
TD AMERITRADE, INC. (CARLSBAD CA)
TX
06/27/2002 - 06/08/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
02/02/2000 - 05/15/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
01/01/1999 - 09/14/1999
RWB SECURITIES INC. (SAN JOSE CA)
CA
12/05/1997 - 01/01/1999
REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)
BOTH
Issued 05/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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