DM
CFP
DM
CFP

Dean Mccullar

14 Years of Experience
New Bloomfield, MO
BrokerSells Insurance

Dean Mccullar is a CFP-designated registered investment advisor at LPL Financial LLC, based in New Bloomfield, MO, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

100 State Road Ave, New Bloomfield, MO, 65063

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dean operates under the DBA Central Investment Advisors for his LPL business. He is also an agent for Investment Services Insurance Inc. selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Invest Financial Corporation
August 2011 - February 2018 · 6 yrs 6 mos
Invest Financial CorporationBroker
April 2011 - February 2018 · 6 yrs 10 mos
State Registrations41 states
AKALAZCACODCFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCSDTNTXVAWAWIWY
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.