JM
JM

Julia Mccullough

16 Years of Experience
Cave Creek, AZ
Broker

Julia Mccullough is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cave Creek, AZ, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Cave Creek, AZ

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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

Julia works as an associate/employee at Southworth & Wilson, Inc., supporting Wendy Wilson. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2018 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2009 - Present · 17 yrs 1 mo
State Registrations23 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Julia Mccullough - Financial Advisor | TrueAdvisor