Patrick Mccullough
Patrick Mccullough is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wayland, MI, with 37 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 W. Superior St, Wayland, MI, 49348
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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 ActivitiesSells Insurance
Patrick owns McCullough Inc., a corporation created for tax purposes, dedicating full-time hours to it. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance for various companies, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Intersecurities, INC.Broker
Mariner Financial Services, INC.Broker
State Registrations7 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.
Exams
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