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Thomas McCully is an investment advisor representative with Knights Of Columbus Asset Advisors LLC. Thomas has been in the industry since June 2019 and currently holds the Series 65 license. Thomas is registered with the state of Michigan and specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Thomas is also registered with Knights Of Columbus Asset Advisors LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MI
04/27/2023 - Present
Knights OF Columbus Asset Advisors LLC (Concord MI)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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