Unclaimed Profile

David Cullen Bordes

CULLEN INVESTMENT GROUP, LTD.·LAFAYETTE, Louisiana

SIE, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record12 years registeredCULLEN INVESTMENT GROUP, LTD.

1404 S. COLLEGE RD., LAFAYETTE, LA 70503CRD# 817884Firm CRD# 18266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Cullen Bordes · LAFAYETTE, LA

Registration

CRD #817884 · CULLEN INVESTMENT GROUP, LTD. · 12 years registered

Brand Profile

Not yet started

Career History

CULLEN INVESTMENT GROUP

Dec 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · December 17, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CULLEN INVESTMENT GROUP, LTD.

CRD 18266 · SEC 801-61265

AUM

$675M

Regulatory assets under management

Employees

1,190 client accounts

Services offered by CULLEN INVESTMENT GROUP, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CULLEN INVESTMENT GROUP, LTD. →

Introduction

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Frequently Asked Questions

What services does David Cullen Bordes offer?

David Cullen Bordes specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are David Cullen Bordes's credentials?

David Cullen Bordes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Cullen Bordes located?

David Cullen Bordes is based in LAFAYETTE, Louisiana, working with CULLEN INVESTMENT GROUP, LTD.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does David Cullen Bordes charge for services?

David Cullen Bordes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CULLEN INVESTMENT GROUP, LTD.?

CULLEN INVESTMENT GROUP, LTD. has approximately 7 employees and manages $675M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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