Advisor at McCullough Wealth Management LLC
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Firm
McCullough Wealth Management LLC
Location
Van Alstyne, TX 75495
Credentials
Series 66
Industry experience
2 years
Joseph Mc Cullough is the principal of McCullough Wealth Management LLC in Van Alstyne, TX, with two years of industry experience. He holds a Series 66 designation and has prior experience at Securities America Advisors, Securities America, Inc., and Ameriprise Financial Services. Mc Cullough is also a CPA licensed since 1993 and a Texas-licensed insurance agent, though he does not currently sell insurance products or provide accounting services. McCullough Wealth Management LLC offers asset management and financial planning services to individuals, corporations, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios and focuses on long-term, income, and tax-efficient strategies tailored to client objectives and risk tolerance.
Based on McCullough Wealth Management LLC
$500 - $5,000 fixed fee for financial planning projects
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$100 - $500 per hour
Annual fee of $100 - $1,500 paid quarterly for ongoing financial planning and consulting services
609 Lavender Dr
Van Alstyne, TX 75495
Texas
McCullough Wealth Management, LLC
2024 - Present (2 years)
Securities America Advisors
2024 - 2024 (1 year)
Securities America, Inc.
2024 - 2024 (1 year)
Unemployed
2023 - 2024 (1 year)
Ameriprise
2023 - 2023 (1 year)
Allen Independent School District
2012 - 2023 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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