Melinda Mccullough
Melinda Mccullough is a registered investment advisor at LPL Financial LLC, based in Clanton, AL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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.Broker
Berthel Fisher & Company Financial Services, INC.
Wfg Advisors, LP
Wfg Investments, INC.Broker
First Legacy Securities, LLCBroker
First Legacy Securities, LLC
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.