Leland
Mccullough
Blue Barn Wealth
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About this Advisor
Leland Mccullough is a financial advisor based in Orem, Utah, working with Blue Barn Wealth. Leland has previously held positions at Knox Capital Advisors, LLC, Kcg Securities, LLC, The Church Of Jesus Christ Of Latter-Day Saints, Captrust Financial Advisors, Town Square Capital, Fabian Vancott, Blue Barn Wealth, LLC, and Capfinancial Securities, LLC. Leland has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Leland is part of Blue Barn Wealth, which operates out of Orem, Utah. The firm has 1 office and 9 employees. The firm manages assets totaling $431.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Blue Barn Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Barn Wealth Brokerage Details
$431,416,544
9
765
$563,943
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leland Mccullough Work History
Blue Barn Wealth, LLC
Fabian Vancott
Captrust Financial Advisors
Town Square Capital
Capfinancial Securities, LLC
Knox Capital Advisors, LLC
Kcg Securities, LLC
The Church Of Jesus Christ Of Latter-Day Saints
Disclosures
Please visit the SEC profile of Leland 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 Blue Barn Wealth
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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