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 4 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Brooks Financial Planning
Intervest International, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.