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Stephen Lloyd Nickel

CULLEN INVESTMENT GROUP, LTD.·LAFAYETTE, Louisiana
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record23 years registeredCULLEN 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. · 23 years registered
Brand Profile
Not yet started
01

Career History

CULLEN INVESTMENT GROUP
Sep 2003 – present
AMERICAN GENERAL SECURITIES INCORPORATED
May 2003 – Sep 2003
CROWLEY, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 7, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CULLEN INVESTMENT GROUP, LTD.
CRD 18266 · SEC 801-61265
AUM
$675M
Regulatory assets under management
Employees
7
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 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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at CULLEN INVESTMENT GROUP, LTD.

David Cullen Bordes
LAFAYETTE, LA

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