Benchmark Private Wealth Management, LLC
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About this Advisor
Wayne Mccullough is a certified financial planner based in Dallas, Texas, with 10 years of financial industry experience. Mccullough is on the advisory team at Benchmark Private Wealth Management, LLC. Mccullough has gained experience at Deutsche Bank Securities Inc, Kayne Anderson Capital Advisors, Benchmark Private Wealth Management, Innovation Partners LLC and Crossfit Katy Trail. Mccullough has a Series 63 license, designating them as a securities representative, and is approved to work in Texas. Benchmark Private Wealth Management, LLC is a business operating out of Dallas, Texas. It oversees $152 million in total assets among its 145 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 145 client accounts, 43% are held by high-net-worth investors who have greater than $1 million in assets. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Benchmark Private Wealth Management, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Benchmark Private Wealth Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Wayne Mccullough Work History
Wayne has 10 years of experience.
Innovation Partners LLC
Benchmark Private Wealth Management
Kayne Anderson Capital Advisors
Crossfit Katy Trail
Deutsche Bank Securities Inc
Wayne Mccullough has no disclosures.
Please visit their SEC profile for more details.