Kathleen McCullough, financial advisor Worcester MA
93 score

Kathleen McCullough

CRD Number: 3104253
Current Firm: Integrated Wealth Concepts LLC

Kathleen McCullough (CRD# 3104253) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Worcester, MA Oct 2016 - Current 1
Lpl Financial LLC Worcester, MA Oct 2016 - Current 1
Lincoln Financial Advisors Worcester, MA Oct 2008 - Oct 2016 8
H.d. Vest Investment Securities, Inc. Irving, TX Oct 1999 - Nov 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Kathleen M. McCullough
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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