FM
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Freddy Mcculloch

20 Years of Experience
Atlanta, GA
Broker

Freddy Mcculloch is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 20 years of industry experience. Freddy 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

121 W Paces Ferry Road Nw, Atlanta, GA, 30305

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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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Other Business Activities

Freddy works as a wealth advisor at Regions Bank, providing customer service and assisting with deposit accounts, loans, and credit card applications.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 10 mos
Cetera Investment Services LLC
November 2020 - Present · 5 yrs 10 mos
Cetera Investment Services LLCBroker
November 2020 - Present · 5 yrs 10 mos
Previous Registrations
Synovus Securities, INC.
November 2014 - January 2020 · 5 yrs 2 mos
Synovus Securities, INC.Broker
May 2014 - January 2020 · 5 yrs 8 mos
Suntrust Investment Services, INC.Broker
May 2012 - May 2014 · 2 yrs
Wells Fargo Advisors, LLCBroker
March 2005 - May 2012 · 7 yrs 2 mos
State Registrations1 state
GA
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.