Kortney McCulley
CRD Number: 5482838Current Firm: Mcculley Financial Group, LLC
Compensation Model: Both
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Techtitans Innovations, LLC | Lakewood Ranch, FL | Nov 2023 - Current | < 1 |
3amigos Investments, LLC | Emhurst, IL | May 2021 - Current | 3 |
Dreamnumber, LLC | Elmhust, IL | Jan 2014 - Current | 10 |
Triad Advisors Inc. | Norcross, GA | Dec 2012 - Current | 11 |
Mcculley Financial Group, LLC | Bartlett, IL | Dec 2010 - Current | 13 |
Mcculley Financial Partners, LLC | Bartlett, IL | Mar 2009 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2008 |
S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- FL
- IL
- TX
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$840,292
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IL
Investment advisor representative of and advisory services through McCulley Financial Group, LLC., A Registered Investment Advisor. Registered Representative of and securities offered through Triad Advisors, Member FINRA/SIPC. Triad Advisors and McCulley Financial Group, LLC are independent and not affiliated.
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