William Mccullough
William Mccullough is a registered investment advisor at Sollinda Capital Management LLC, based in Roland, AR, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
Roland, AR
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Regulatory History (1)
Regulatory
May 1986Other Business Activities
William operates McCullough Financial Group, LLC as a DBA for his investment activities. He dedicates full-time hours to this endeavor.
Employment History
Current Registrations
Sollinda Capital Management LLC
Previous Registrations
Smith Barney INC.Broker
Dean Witter Reynolds INC.Broker
Anglo-American Investor Services CORP.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Bowman & Company IncorporatedBroker
Delta Financial Investment CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.