Paul McCullyCRD 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.
Garrett Investment Advisors, LLC
Brooks Financial Planning
Thrivent Investment Management Inc.
|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|
Total Assets Under Management9MILLIONS
Total Number of Accounts54ACCOUNTS
Average Account Value$159,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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