Melinda Mccullough
Melinda Mccullough is a registered investment advisor at LPL Financial LLC, based in Clanton, AL, with 20 years of industry experience. Melinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
403 2nd Ave. N, Clanton, AL, 35045
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2020Financial
May 2019Financial
April 2019Regulatory
December 2010Other Business ActivitiesSells Insurance
Melinda operates under the DBA Capital Investment Advisors, LLC for her LPL business and is involved with Capital Tax Advisors for tax preparation and accounting. She also acts as a notary and owns McCullough Management Company LLC for tax/investment purposes, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
First Legacy Securities, LLC
First Legacy Securities, LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
State Registrations3 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
More Advisors
- Jeremy HayLPL Financial LLC