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Andrew John Mccully

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

2071 Chain Bridge Road, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew works as a Senior Trust Advisor at United Bank in McLean, VA, since 2006. This role takes about a quarter of his time.

Employment History
Current Registrations
United Brokerage Services INC
January 2007 - Present · 19 yrs 1 mo
United Brokerage Services, INCBroker
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
Bb&t Investment Services, INC.
November 2005 - December 2006 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
July 2005 - December 2006 · 1 yr 5 mos
State Registrations2 states
MDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.