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Jeffrey L Mccullough

KOENIG INVESTMENT ADVISORY, LLC·ASHLAND, Oregon
Clean recordKOENIG INVESTMENT ADVISORY, LLC
739 N MAIN STREET, ASHLAND, OR 97520CRD# 5357489Firm CRD# 311422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey L Mccullough · ASHLAND, OR
Registration
CRD #5357489 · KOENIG INVESTMENT ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey L Mccullough is a registered financial advisor based in ASHLAND, Oregon, affiliated with KOENIG INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KOENIG INVESTMENT ADVISORY, LLC
KOENIG INVESTMENT ADVISORY, LLC
AUM
$226M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KOENIG INVESTMENT ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5357489
Firm CRD# 311422
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey L Mccullough offer?
Jeffrey L Mccullough specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ASHLAND, Oregon for a consultation.
What are Jeffrey L Mccullough's credentials?
Jeffrey L Mccullough is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey L Mccullough located?
Jeffrey L Mccullough is based in ASHLAND, Oregon, working with KOENIG INVESTMENT ADVISORY, LLC. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does Jeffrey L Mccullough charge for services?
Jeffrey L Mccullough's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOENIG INVESTMENT ADVISORY, LLC?
KOENIG INVESTMENT ADVISORY, LLC has approximately 3 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KOENIG INVESTMENT ADVISORY, LLC

Lorrie Anne Miller
ASHLAND, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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