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Terry Mccullough

26 Years of Experience
Naples, FL
Broker

Terry Mccullough is a registered investment advisor at Cetera Investment Advisers LLC, based in Naples, FL, with 26 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Naples, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Terry is the owner of McCullough and Associates LLC, a tax and accounting firm, taking about half of his time. He is also a managing member of two real estate holding companies, a director and chairman of the board for a local community bank, a member of an investment holding company, and treasurer for a homeowners association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2000 - Present · 26 yrs 4 mos
Cetera Financial Specialists LLCBroker
December 1999 - Present · 26 yrs 5 mos
State Registrations17 states
ALARAZCACOFLINKSKYMONCNMOKTXVAWAWY
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.
Terry Mccullough - Financial Advisor | TrueAdvisor