Douglas McCulley, financial advisor Dallas TX
96 score

Douglas McCulley

CRD Number: 2995728
Current Firm: Buckingham Asset Management, LLC

Douglas McCulley (CRD# 2995728) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Dallas, TX and has over 18 years of experience in the finance industry. Douglas McCulley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Buckingham Asset Management, LLC Clayton, MO Jul 2013 - Current 3
Jwa Financial Group, Inc. Dallas, TX Jun 2012 - Jul 2013 1
Usaa Financial Advisors, Inc. Dallas, TX Jun 2004 - May 2012 7
Usaa Financial Planning Services Dallas, TX Jun 2004 - May 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
Contact Info for Douglas W. McCulley
Phone Number: 314-725-0455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,681
    MILLIONS
  • Total Number of Accounts
    14,433
    ACCOUNTS
  • Average Account Value
    $532,200
Compensation Options
  • A percentage of assets under your management
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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