Hale Matthew Mccullough
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
3 statesRegistered in
$13.7BFirm assets
28 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameritas Advisory Services, LLCJul 2022 to now
- Ameritas Investment Company, LLCApr 2022 to now
- Boom Planning/canvas FinancialJun 2020 to now
- Santa Clara UniversitySep 2017 to Jun 2021
- Portland Parks & RecreationJun 2014 to Aug 2019
- Ida B Wells High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 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
- 7263521
- Firm CRD
- 317245