Leland Stanford Mccullough
Investment adviser representative at Savvy
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
Are you Leland Stanford Mccullough? 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
- Seminars and workshops
Experience
11 years in the industry.
- SavvyMar 2026 to now
- The Mccullough GroupSep 2023 to now
- Blue Barn Wealth, LLCMar 2023 to now
- Fabian VancottMay 2018 to Aug 2023
- Town Square CapitalApr 2018 to Dec 2018
- Capfinancial Securities, LLCMar 2018 to May 2018
- CaptrustFeb 2018 to May 2018
- Cannon Holbrook, CpaJan 2018 to Apr 2018
- Captrust (fka Knox Capital Advisors, LLC)Aug 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 6560521
- Firm CRD
- 318493