AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Jeffrey Michael Mcculloch

TRISPERITY ADVISORS, LLC·KATY, Texas
Clean recordTRISPERITY ADVISORS, LLC
22202 HIGHLAND KNOLLS DRIVE, KATY, TX 77450CRD# 4988346Firm CRD# 142438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Mcculloch · KATY, TX
Registration
CRD #4988346 · TRISPERITY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in KATY?

Browse all registered financial advisors in KATY, Texas or claim this profile if it's yours.

Browse KATY AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRISPERITY ADVISORS, LLC

Craig Scott Narum
KATY, TX

More Advisors in KATY, Texas

John Michael Moore
EQUILIBRIA WEALTH MANAGEMENT, LLC·KATY, TX
Gary Wayne Warren
EQUILIBRIA WEALTH MANAGEMENT, LLC·KATY, TX
Christopher Knight Lopez
KNIGHT NGUYEN INVESTMENTS·KATY, TX
Donald Paul Cox
COX GLOBAL ASSOCIATES INC·KATY, TX
Dung Thanh Nguyen
KNIGHT NGUYEN INVESTMENTS·KATY, TX
Forrest A Jones
KNIGHT NGUYEN INVESTMENTS·KATY, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile