Mc2 Financial Advisers, Inc.

Mc2 Financial Advisers, Inc. (CRD# 116309) is a financial advisory firm headquartered in Newtown Square, PA. They manage $26,786,463 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $595,255
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Mc2 Financial Advisers, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Francis B. McCullough
CRD#: 2937905
90 S Newtown St Rd Ste 8, Po Box 432, Newtown Square, PA 19073
96
Wealthminder
score

Francis McCullough (CRD# 2937905) is an Investment Advisor Representative working at Mc2 Financial Advisers, Inc. in Newtown Square, PA and has over 20 years of experience in the finance industry. Francis 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.

2
Robert A. McCullough
CRD#: 5448042
24 S. Newtown Street Rd., Suite 100, Newtown Square, PA 19073
90
Wealthminder
score

Robert McCullough (CRD# 5448042) is an Investment Advisor Representative working at Mc2 Financial Advisers, Inc. in Newtown Square, PA and has 1 year of experience in the finance industry. Robert 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.

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