Sean McCulloughCRD Number: 3073986
Current Firm: Atlas Wealth Partners LLC
Sean McCullough (CRD# 3073986) is an Investment Advisor Representative working at Atlas Wealth Partners LLC in Wyomissing, PA and has over 18 years of experience in the finance industry. Sean 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Atlas Wealth Partners LLC||West Lawn, PA||Sep 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Sep 2015||< 1|
|Morgan Stanley Smith Barney||Wyomissing, PA||Jun 2009 - Jan 2015||5|
|Citigroup Global Markets Inc.||Wyomissing, PA||Jun 2006 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management91MILLIONS
Total Number of Accounts581ACCOUNTS
Average Account Value$156,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses