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John Joseph Cully

AVALON ADVISORY GROUP LLC·WEXFORD, Pennsylvania
Clean recordAVALON ADVISORY GROUP LLC
150 N MEADOWS DRIVE, WEXFORD, PA 15090CRD# 862124Firm CRD# 297090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Joseph Cully · WEXFORD, PA
Registration
CRD #862124 · AVALON ADVISORY GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Joseph Cully is a registered financial advisor based in WEXFORD, Pennsylvania, affiliated with AVALON ADVISORY GROUP 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
AVALON ADVISORY GROUP LLC
ASPIRE WEALTH ARCHITECTS
AUM
$227M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AVALON ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 862124
Firm CRD# 297090
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joseph Cully offer?
John Joseph Cully specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEXFORD, Pennsylvania for a consultation.
What are John Joseph Cully's credentials?
John Joseph Cully is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Cully located?
John Joseph Cully is based in WEXFORD, Pennsylvania, working with AVALON ADVISORY GROUP LLC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.
How does John Joseph Cully charge for services?
John Joseph Cully'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 AVALON ADVISORY GROUP LLC?
AVALON ADVISORY GROUP LLC has approximately 5 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVALON ADVISORY GROUP LLC

Walter Andrew Laub
WEXFORD, PA
Ian Cully
WEXFORD, PA
Caitlin Nmn Cully
WEXFORD, PA

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Research
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