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 10 years of experience in the finance industry. Jeffrey 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.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Mylaunch, LLC||Medford, OR||Apr 2016 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management124MILLIONS
Total Number of Accounts515ACCOUNTS
Average Account Value$240,531
- 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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