Patrick McCullough, financial advisor Grand Rapids MI
96 score

Patrick McCullough

CRD Number: 1960779
Current Firm: Vsr Advisory Services

Patrick McCullough (CRD# 1960779) is an Investment Advisor Representative working at Vsr Advisory Services in Grand Rapids, MI and has over 27 years of experience in the finance industry. Patrick McCullough 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
Vsr Advisory Services Overland Park, KS Aug 2007 - Current 9
Vsr Financial Services Overland Park, KS Jun 2004 - Current 12
Patrick Mccullough Grand Rapids , MI Mar 1990 - Current 26
The Masters (division Of Vsr) Overland Park, KS Jun 2004 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Patrick G. McCullough
Phone Number: 913-498-2900
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
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)
  • Publication of periodicals or newsletters
  • Market timing services
  • 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

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

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