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Jeffrey Michael Mcculloch

TRISPERITY ADVISORS, LLC·KATY, Texas
Unclaimed Profile
22202 HIGHLAND KNOLLS DRIVE, KATY, TX 77450CRD# 4988346Firm CRD# 142438
01

About

Jeffrey Michael Mcculloch is a registered financial advisor based in KATY, Texas, affiliated with TRISPERITY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRISPERITY ADVISORS, LLC
TRISPERITY ADVISORS, LLC
AUM
$261M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRISPERITY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4988346
Firm CRD# 142438
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Mcculloch offer?
Jeffrey Michael Mcculloch specializes in Financial Planning, Investment Management. Contact their office in KATY, Texas for a consultation.
What are Jeffrey Michael Mcculloch's credentials?
Jeffrey Michael Mcculloch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Mcculloch located?
Jeffrey Michael Mcculloch is based in KATY, Texas, working with TRISPERITY ADVISORS, LLC. Their office serves clients in the KATY metropolitan area and surrounding communities.
How does Jeffrey Michael Mcculloch charge for services?
Jeffrey Michael Mcculloch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRISPERITY ADVISORS, LLC?
TRISPERITY ADVISORS, LLC has approximately 2 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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