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Angela Mccullough

Advisor at Raymond James Financial

Updated today

Location

Cameron, WI 54822

Credentials

Series 66

Industry experience

13 years

About

Angela Mccullough is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. Outside of her advisory role, she is an associate at The RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to develop tailored recommendations.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

101 West Main Street

Cameron, WI 54822

Most active in

Wisconsin

Work history

University Of Wisconsin - Barron County

2017 - 2018 (1 year)

Raymond James Financial Services Advisors Inc.

2012 - Present (14 years)

Raymond James Financial Services, Inc.

2012 - Present (14 years)

Witc

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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