Jeffrey
Mccullough
Koenig Investment Advisory, LLC
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About this Advisor
Jeffrey Mccullough is a certified financial planner operating out of Medford, Oregon, with a total of 3 years of relevant experience. Mccullough is an employee of Koenig Investment Advisory, LLC. Their career trajectory has included roles at Lpl Financial, Koenig Investment Advisory, LLC, Mylaunch, LLC and Condor Wealth Management, LLC. Mccullough holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon and Texas. Koenig Investment Advisory, LLC is a registered investment business that has its headquarters in Medford, OR. It manages $193 million in total assets across its 598 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 598 client accounts, 34% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial management fee schedules vary depending on which services the firm provides the client. Fee types billed by Koenig Investment Advisory, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Koenig Investment Advisory, LLC Brokerage Details
$192,528,325
3
598
$321,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Jeffrey Mccullough Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Condor Wealth Management, LLC
Koenig Investment Advisory, LLC
Mylaunch, LLC
Lpl Financial
*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 Jeffrey 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 Koenig Investment Advisory, LLC
Medford, OR
Medford, OR
Medford, OR
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
