Anne Gaiennie (CRD# 5797869) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 7 years of experience in the finance industry. Anne Gaiennie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 2689932
Lifemark Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Lafayette, LA | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- LA
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Total Assets Under Management675MILLIONS
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Total Number of Accounts1,190ACCOUNTS
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Average Account Value$567,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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