William Mccullough
William Mccullough is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Meadville, PA, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
885 Park Ave, Meadville, PA, 16335-3327
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells non-variable insurance and fixed annuities through Brokers Service Marketing Group (BSMG), dedicating about 10% of his time. He also works full-time at Northwest Investment Services as a DBA for LPL business, and spends minimal time referring to bank partners at Northwest Bank.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Northwest Advisors, INC.
Cetera Investment Services LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed, 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.