William McCullough, financial advisor Atlanta GA

William McCullough

CRD Number: 7203085
Current Firm: Cetera Investment Advisers LLC

William McCullough (CRD# 7203085) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Mangham Scott Wealth Management Atlanta, GA Jan 2022 - Current 2
Cetera Advisors LLC St Cloud, MN Jan 2022 - Current 2
Jpmorgan Chase Bank, N.a. Newnan, GA Nov 2019 - Nov 2021 2
J.p. Morgan Securities LLC Newnan, GA Nov 2019 - Nov 2021 2
Cherokee Country Club Atlanta, GA May 2019 - Oct 2019 < 1
Restaurant Associate Atlanta, GA Jun 2014 - Oct 2019 5
Emory University-temp Services Decatur, GA Apr 2019 - May 2019 < 1
Copeland & Stair, LLP Atlanta, GA Apr 2017 - Feb 2018 < 1
Nall & Miller, LLP Atlanta, GA Jan 2014 - Apr 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2020
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for William McCullough
Phone Number: 888-528-2987
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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