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Jeffrey Michael McCulloch

Financial AdvisorTrisperity Advisors, LLCCRD 4988346

About Jeffrey Michael McCulloch

Jeffrey Michael McCulloch is listed as Financial Advisor at Trisperity Advisors, LLC in Katy, TX. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Trisperity Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Michael McCulloch work?

Jeffrey Michael McCulloch is listed as Financial Advisor at Trisperity Advisors, LLC on SEC Form ADV.

How much of Trisperity Advisors, LLC does Jeffrey Michael McCulloch own?

Form ADV reports a beneficial ownership band of 5-10%.

Trisperity Advisors, LLC

TitleFinancial Advisor
Ownership5-10%
Control personNo
Since2023