Michael Mccully
Investment adviser representative at Nefpg
13 yearsExperience
1 stateRegistered in
$246.1MFirm assets
44 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- NefpgAug 2022 to now
- Raymond James Financial Services, IncMay 2020 to now
- UnemployedApr 2019 to May 2020
- Sun Life FinancialJun 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Nefpg
Legal name: New England Financial Planning Group, LLC
$246.1MAssets managed
196Clients
3Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4082184
- Firm CRD
- 105254