Wayne
Mccullough
Beacon Pointe Advisors, LLC
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About this Advisor
Wayne Mccullough is a certified financial planner based in Dallas, Texas who has 1 year of relevant experience. Mccullough is an employee of Beacon Pointe Advisors, LLC. Throughout their career, Mccullough has worked at Benchmark Private Wealth Management, Innovation Partners LLC, Crossfit Katy Trail and Beacon Pointe Advisors, LLC. Mccullough holds a Series 63 license, designating them as a securities broker, and is approved to work in Texas. Beacon Pointe Advisors, LLC is a company headquartered in Newport Beach, CA. The company has offices in 26 locations and a total of 420 advisors. It handles $23 billion in total assets across its 42,223 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 42,223 accounts, 36% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees are based on which services the firm provides the client. Fee types charged by Beacon Pointe Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Wayne Mccullough Work History
Wayne has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Innovation Partners LLC
Innovation Partners LLC
Innovation Partners LLC
Benchmark Private Wealth Management
Crossfit Katy Trail
*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 Wayne 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 Beacon Pointe Advisors, LLC
Newport Beach, CA
Newport Beach, CA
Campbell, CA
Newport Beach, CA
Newport Beach, CA
Los Angeles, CA
Newport Beach, CA
Newport Beach, CA
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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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.
