William Cullens, financial advisor Greensboro GA

William Cullens

CRD Number: 1953917
Current Firm: Commonwealth Financial Network

William Cullens (CRD# 1953917) is an Investment Advisor Representative working at Commonwealth Financial Network in Greensboro, GA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Apr 2019 - Current 4
Piedmont Financial Partners Greensboro, GA Apr 2019 - Current 4
Penn Mutual Life Insurance Co Horsham, PA Feb 2016 - Apr 2019 3
Hornor Townsend & Kent Inc. Horsham, PA Feb 2016 - Apr 2019 3
Mml Investors Services, Inc. Orlando, CA May 1999 - Feb 2016 16
Mass Mutual Springfield, MA Apr 1997 - Feb 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for William H. Cullens
Phone Number: 781-736-0700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
Types of Clients
Registered States

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

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