Unclaimed
Todd McCullough is a financial advisor with PNC Capital Advisors LLC. He has been in the financial services industry since 2005. Todd is a registered representative and investment advisor representative in Indiana. He holds the Series 6, Series 7, Series 66, and SIE licenses. Todd has specialized in providing financial advice to a variety of clients, including individuals, businesses, and institutions. He has also worked with insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis services
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.
1
2
IN
03/29/2019 - Present
PNC Capital Advisors LLC (Indianapolis IN)
IN
02/15/2019 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (INDIANAPOLIS IN)
ME
02/23/2006 - 02/08/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
03/15/2005 - 12/13/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
03/26/1993 - 08/11/1995
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 03/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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