David BordesCRD Number: 817884
Current Firm: Cullen Asset Management
David Bordes (CRD# 817884) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 38 years of experience in the finance industry.
Vermilion Asset Management, LLC
Lifemark Securities Corp.
Advantage Wealth Management, LLC
|Cullen Investment Group, Ltd.||Lafayette, LA||Jul 1986 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
Total Assets Under Management596MILLIONS
Total Number of Accounts1,156ACCOUNTS
Average Account Value$515,162
- 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
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