Jeffrey McCulloughCRD Number: 5357489
Current Firm: Koenig Investment Advisory, LLC
Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 9 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Mylaunch, LLC||Medford, OR||Apr 2016 - Current||1|
|Koenig Investment Advisory, LLC||Medford, OR||May 2014 - Current||3|
|Lpl Financial||Seattle, WA||Mar 2013 - May 2014||1|
|Standard Parking||Seatte, WA||Oct 2009 - Feb 2013||3|
|Bank Of America, N.a.||Federal Way, WA||May 2011 - Oct 2012||1|
|Merrill Lynch||Federal Way, WA||Nov 2008 - Oct 2012||3|
|American College||Seattle, WA||Apr 2008 - Nov 2008||< 1|
|Pacific Capital Resource Group||Bellevue, WA||Nov 2007 - Jul 2008||< 1|
|Seattle University||Seattle, WA||Jan 2006 - Dec 2007||1|
|Pacific Capital Resource Group||Bellevue, WA||Oct 2006 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management120MILLIONS
Total Number of Accounts471ACCOUNTS
Average Account Value$254,067
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, CO, NE, OR, TX, WA
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