Dean McCullar, financial advisor Ashland MO
96 score

Dean McCullar

CRD Number: 5883362
Current Firm: Lpl Financial LLC

Dean McCullar (CRD# 5883362) is an Investment Advisor Representative working at Lpl Financial LLC in Ashland, MO and has over 6 years of experience in the finance industry. Dean McCullar 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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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Columbia, MO Feb 2018 - Current < 1
Invest Financial Corporation Tampa, FL Jan 2011 - Current 7
Central Bank Of Boone County Columbia, MO Jun 2004 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Dean E. McCullar
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • AZ
  • CO
  • IL
  • KS
  • MN
  • MO
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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