KM
CFP
KM
CFP

Karla Mccullough

12 Years of Experience
Springfield, MO
Broker

Karla Mccullough is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, MO, with 12 years of industry experience. Karla 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

820 East Primrose, Springfield, MO, 65807

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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

Karla is an administrative assistant at McCullough and Associates, LLC providing tax and accounting services, dedicating a few hours per week. She is also a director at Green County Estate Planning Council, spending minimal time, and VP of Fundraising for Summit Intermediate PTO, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2013 - Present · 12 yrs 8 mos
Cetera Financial Specialists LLCBroker
April 2013 - Present · 13 yrs 1 mo
State Registrations10 states
ARAZCOFLKSMONCNENMOK
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.