William McCullough, financial advisor Clarion PA

William McCullough

CRD Number: 5528430
Current Firm: Lpl Financial LLC

William McCullough (CRD# 5528430) is an Investment Advisor Representative working at Lpl Financial LLC in Clarion, PA and has over 15 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Meadville, PA Oct 2017 - Current 6
Northwest Bank (formerly: Northwest Savings Bank) Meadville, PA Mar 2016 - Current 8
Northwest Advisors, Inc. Meadville, PA Mar 2016 - Dec 2018 2
Cetera Investment Services LLC St.cloud, MN Mar 2016 - Oct 2017 1
Citizens Bank Meadville, PA Jan 2015 - Mar 2016 1
Cco Investment Services Meadville, PA Jan 2015 - Mar 2016 1
Mccullough's Coins And Jewelry Cochranton, PA Jan 2010 - Dec 2015 5
Pnc Bank Pittsburgh, PA Feb 2014 - Jan 2015 < 1
Pnc Investments Pittsburgh, PA Feb 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
S63 Uniform Securities State Law Examination Nov 2008
Contact Info for William D. McCullough
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, WY

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