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Stephen Lloyd Nickel

CULLEN INVESTMENT GROUP, LTD.·LAFAYETTE, Louisiana
Clean recordCULLEN INVESTMENT GROUP, LTD.
1404 S. COLLEGE RD., LAFAYETTE, LA 70503CRD# 4305828Firm CRD# 18266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Lloyd Nickel · LAFAYETTE, LA
Registration
CRD #4305828 · CULLEN INVESTMENT GROUP, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Lloyd Nickel is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with CULLEN INVESTMENT GROUP, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CULLEN INVESTMENT GROUP, LTD.
CULLEN ASSET MANAGEMENT
AUM
$675M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4305828
Firm CRD# 18266
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Lloyd Nickel offer?
Stephen Lloyd Nickel specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.
What are Stephen Lloyd Nickel's credentials?
Stephen Lloyd Nickel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Lloyd Nickel located?
Stephen Lloyd Nickel 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 Stephen Lloyd Nickel charge for services?
Stephen Lloyd Nickel'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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