Cullen Roche, financial advisor Encinitas CA

Cullen Roche

CRD Number: 4725152
Current Firm: Orcam Financial Group, LLC

Cullen Roche (CRD# 4725152) is an Investment Advisor Representative working at Orcam Financial Group, LLC in Encinitas, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Orcam Financial Group LLC Encinitas, CA Jun 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Cullen O. Roche
Phone Number: 18582205383
Firm Website: http://orcamgroup.com
Registered State(s):
  • CA
  • TX
Current Firm Details
Orcam Financial Group, LLC
Firm's CRD Number: 164874
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $1,023,778
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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