Bernard CullenCRD Number: 2439958
Current Firm: Claremont Financial Group,inc.
Bernard Cullen (CRD# 2439958) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 26 years of experience in the finance industry.
H. Beck, Inc.
Bridge Advisory LLC
Householder Group Estate & Retirement Specialists
|Claremont Financial Group, Inc.||Claremont, CA||Nov 2003 - Current||17|
|Cullen Tax Service||Claremont, CA||Jan 1978 - Current||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1994|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management94MILLIONS
Total Number of Accounts512ACCOUNTS
Average Account Value$183,826
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, TX
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