Unclaimed Profile

James Michael Cullen

EQUITA FINANCIAL NETWORK, INC.·FORT WASHINGTON, Pennsylvania

Series 7, Series 24, Series 66Clean record18 years registeredEQUITA FINANCIAL NETWORK, INC.

500 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034CRD# 5111669Firm CRD# 277031

Profile Verification

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

Identity

James Michael Cullen · FORT WASHINGTON, PA

Registration

CRD #5111669 · EQUITA FINANCIAL NETWORK, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EQUITA FINANCIAL NETWORK, INC.

QUANTUMLEAP WEALTH MANAGEMENT, LLC

Nov 2014 – Jan 2015

WILDWOOD, MO

OAK GROVE

Jan 2014 – Mar 2017

BARRINGTON, RI

ROOSEVELT INVESTMENTS

Oct 2010 – Sep 2013

PROVIDENCE, RI

RAYMOND JAMES & ASSOCIATES, INC.

Jun 2008 – Jul 2009

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · June 5, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITA FINANCIAL NETWORK, INC.

CRD 277031 · SEC 801-120628

AUM

$283M

Regulatory assets under management

Employees

990 client accounts

Services offered by EQUITA FINANCIAL NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EQUITA FINANCIAL NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does James Michael Cullen offer?

James Michael Cullen specializes in Financial Planning, Investment Management.

What are James Michael Cullen's credentials?

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

Where is James Michael Cullen located?

James Michael Cullen is based in FORT WASHINGTON, Pennsylvania, last registered with EQUITA FINANCIAL NETWORK, INC..

How does James Michael Cullen charge for services?

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

How large is EQUITA FINANCIAL NETWORK, INC.?

EQUITA FINANCIAL NETWORK, INC. has approximately 15 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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