Robert
Mccullough

Truwealth Advisors, LLC

CRD#842648
Investment Advisor
in Metairie, LA

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About this Advisor

Robert Mccullough is a financial advisor who works out of Metairie, Louisiana with 1 year of relevant experience. Mccullough is on the advisory team at Truwealth Advisors, LLC. Throughout their career, they have worked at Edward Jones and Truwealth Advisors, LLC. Mccullough has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Louisiana and Texas. Truwealth Advisors, LLC is a financial advisory business based out of Metairie, LA. The firm has offices in two locations and a total of 36 employees. It has $2 billion in assets across its 6,108 accounts, making it one of the biggest firms in the United States by assets under management. Of its 6,108 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. Truwealth Advisors, LLC offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees largely depend on the services. However, fee types charged by Truwealth Advisors, LLC likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2700 Lake Villa Drive Suite 200
Metairie, LA 70002-6785

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Truwealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,673,599,482

LA Average: $486,181,852
Total Number of Employees

36

LA Average: 13
Total Number of Accounts

6,108

LA Average: 722
Average Account Size

$274,001

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Robert Mccullough Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Truwealth Advisors, LLC

2000 - 2022 (22 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Mccullough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truwealth Advisors, LLC

Matthew Rodrigue
Metairie, LA
Joan Cox
Metairie, LA
Garrett Ulmer
Metairie, LA
David Mire
Metairie, LA
Jackson Young
Metairie, LA
William Wall
Metairie, LA
William Maisano
Metairie, LA
Kevin Conley
Metairie, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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