Cullen Thomason, financial advisor Dallas TX

Cullen Thomason

CRD Number: 2890384
Current Firm: Ubs Financial Services Inc.

Cullen Thomason (CRD# 2890384) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Dallas, TX Jul 2019 - Current 5
Goldman, Sachs & Company Dallas, TX Jun 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Cullen L. Thomason
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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