Kortney Robert Mcculley
Investment adviser representative at Mcculley Financial Group, LLC
17 yearsExperience
3 statesRegistered in
$188.7MFirm assets
2 yearsFirm in business
Are you Kortney Robert Mcculley? Claim your profile
Contact this firm
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
- Pension consulting
Experience
17 years in the industry.
- Techtitans Innovations, LLCNov 2023 to now
- 3amigos Investments, LLCMay 2021 to now
- Dreamnumber, LLCJan 2014 to now
- Triad Advisors IncDec 2012 to now
- Mcculley Financial Group, LLCDec 2010 to now
- Mcculley Financial Partners, LLCMar 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, TX).
Mcculley Financial Group, LLC
$188.7MAssets managed
169Clients
1Advisers
2 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
- 5482838
- Firm CRD
- 154891