Robert McCullough, financial advisor Austin TX

Robert McCullough

CRD Number: 2721144
Current Firm: Kestra Private Wealth Services, LLC

Robert McCullough (CRD# 2721144) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Private Wealth Services, LLC Perry, GA Jun 2023 - Current < 1
Kestra Investment Services, LLC Perry, GA Jun 2023 - Current < 1
Edward D. Jones & Company, LP Ripley, TN Feb 1996 - Jun 2023 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Robert D. McCullough
Phone Number: 844-553-7872
Registered State(s):
  • GA
  • LA
By the Numbers
  • Total Assets Under Management
    4,480
    MILLIONS
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $311,675
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)
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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