Linda McCutcheon, financial advisor Winnsboro TX
90 score

Linda McCutcheon

CRD Number: 6085326
Current Firm: Investment Professionals, Inc.

Linda McCutcheon (CRD# 6085326) is an Investment Advisor Representative working at Investment Professionals, Inc. in Winnsboro, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Tyler, TX Jun 2012 - Current 4
Texas Seller Trainer, Inc. Houston, TX Mar 2007 - Jun 2012 5
League City Police Department League City, TX Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Linda E. McCutcheon
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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