RM
RM

Roy Mccullough

22 Years of Experience
Boca Raton, FL
Broker

Roy Mccullough is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2385 NW Executive Center Dr Ste 260, [Satellite], Boca Raton, FL, 33431

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors
January 2026 - Present · 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
April 2018 - January 2026 · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
April 2018 - January 2026 · 7 yrs 9 mos
PNC Investments
August 2016 - March 2018 · 1 yr 7 mos
PNC InvestmentsBroker
August 2016 - March 2018 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - June 2016 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - June 2016 · 1 yr 9 mos
Suntrust Investment Services, INC.
January 2009 - September 2014 · 5 yrs 8 mos
Suntrust Investment Services, INC.Broker
January 2009 - September 2014 · 5 yrs 8 mos
LPL Financial Corporation
June 2008 - June 2009 · 1 yr
Uvest Financial Services Group, INC.
April 2008 - January 2009 · 9 mos
Uvest Financial Services Group, INC.Broker
March 2008 - January 2009 · 10 mos
Suntrust Investment Services, INC.
June 2004 - March 2008 · 3 yrs 9 mos
Suntrust Investment Services, INC.Broker
June 2004 - March 2008 · 3 yrs 9 mos
American Express Financial Advisors, INC.
October 2003 - June 2004 · 8 mos
Ids Life Insurance CompanyBroker
October 2003 - June 2004 · 8 mos
American Express Financial Advisors INC.Broker
October 2003 - June 2004 · 8 mos
Nationwide Investment Services CorporationBroker
April 1999 - May 1999 · 1 mo
American Express Financial Advisors INC.Broker
June 1998 - October 1998 · 4 mos
Ids Life Insurance CompanyBroker
June 1998 - October 1998 · 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.