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Thomas McCullough

Clarendon Insurance Agency, Inc.

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About Thomas McCullough

Thomas McCullough is a financial professional with over 20 years of experience in the financial services industry. Thomas is currently registered with Clarendon Insurance Agency, Inc. in Zionsville, IN. Thomas is also registered with the state of Pennsylvania. Thomas holds the Series 6, Series 7, Series 63, and Series 65 licenses. Thomas holds the SIE, Series 6, Series 7, and Series 63 licenses. Thomas has also held previous registrations with GLOBAL ATLANTIC DISTRIBUTORS, LLC, VANGUARD MARKETING CORPORATION, and DIRECTED SERVICES LLC.

Firm Information

Thomas McCullough is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

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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Thomas McCullough’s Registration & Firm History

IN

03/21/2022 - Present

Clarendon Insurance Agency, Inc. (Zionsville IN)

PA

06/02/2015 - 03/03/2022

GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)

PA

05/06/2011 - 05/18/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

11/24/2000 - 12/31/2010

DIRECTED SERVICES LLC (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 09/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas McCullough.
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