Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Cornelius McCullough is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, Texas. Wayne is registered with the state of Texas. Wayne holds the Series 7, Series 63, and SIE licenses. Wayne also holds the Certified Financial Planner designation. Wayne has over 20 years of experience in the financial services industry. Wayne is a former advisor with Innovation Partners LLC and Deutsche Bank Securities Inc. Wayne specializes in providing financial planning, investment management, and consulting services to individuals, families, and businesses.
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.
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.
Consulting 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.
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2
TX
07/29/2022 - Present
Beacon Pointe Advisors, LLC (DALLAS TX)
NC
08/03/2022 - 12/21/2023
INNOVATION PARTNERS LLC (CHARLOTTE NC)
NC
12/02/2019 - 11/24/2020
INNOVATION PARTNERS LLC (CHARLOTTE NC)
NC
02/20/2015 - 10/10/2018
INNOVATION PARTNERS LLC (CHARLOTTE NC)
NC
02/17/2015 - 02/17/2015
INNOVATION PARTNERS LLC (CHARLOTTE NC)
TX
01/07/2008 - 03/05/2013
DEUTSCHE BANK SECURITIES INC. (DALLAS TX)
TX
10/20/1998 - 01/11/2008
A. G. EDWARDS & SONS, INC. (DALLAS TX)
BC
Issued 10/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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