Financial advisor
Paul McCutchen
Now at LPL Financial · McCutchen Wesson Wealth Advisors · Marion, AR
Registered as Paul Glenn McCutchen
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| McCutchen Wesson Wealth Advisors | Edward Jones | LPL Financial | Breakaway | August 20, 2026 | $190M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | August 3, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | August 3, 2026 | Current |
| EDWARD JONES | Investment adviser | July 29, 2013 | August 5, 2026 |
| EDWARD JONES | Broker-dealer | July 26, 2013 | August 5, 2026 |
| MORGAN STANLEY | Investment adviser | June 15, 2011 | August 21, 2013 |
| MORGAN STANLEY | Broker-dealer | June 15, 2011 | August 21, 2013 |
| EDWARD JONES | Investment adviser | December 17, 2008 | June 16, 2011 |
| EDWARD JONES | Broker-dealer | November 25, 2008 | June 16, 2011 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.