Bruce Mcculloch
Bruce Mcculloch is a registered investment advisor at Allstate Financial Advisors, LLC, based in Washington Crossing, PA, with 35 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
1099 General Knox Rd Ste 1, Washington Crossing, PA, 18977-1369
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bruce is the owner of the Bruce Craig and Jennifer McCulloch Living Trust, managing the property, collecting rents, and retaining services as needed. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Previous Registrations
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.Broker
Saybrus Equity Services, INCBroker
Ariane Capital Partners LLCBroker
John Hancock Advisers, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Cigna Financial Advisors,inc.Broker
Integrated Resources Investment Centers, INC.Broker
Fn Investment CenterBroker
Gna Securities, INC.Broker
First Columbia CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.