Paul McCully, financial advisor Colorado Springs CO
90 score

Paul McCully

CRD Number: 6110796
Current Firm: 7300 Wealth Management, LLC

Paul McCully (CRD# 6110796) is an Investment Advisor Representative working at 7300 Wealth Management, LLC in Colorado Springs, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
7300 Wealth Management, LLC Monument, CO May 2016 - Current < 1
7300 Wealth Management LLC Colorado Springs, CO May 2016 - Current < 1
Valic Financial Advisors, Inc. Lakewood, CO Dec 2014 - Apr 2016 1
Edward Jones St Louis, MO Aug 2012 - Dec 2014 2
Labcorp Phoenix, AZ May 2010 - Jul 2012 2
United Blood Services Phoenix, AZ Feb 2005 - Apr 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Paul R. McCully
Phone Number: 719-358-6674
Registered State(s):
  • CO
Current Firm Details
7300 Wealth Management, LLC
Firm's CRD Number: 169536
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $159,259
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
Types of Clients
Registered States

CO

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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