Katelyn DubucCRD Number: 6271197
Current Firm: Cullen Asset Management
Katelyn Dubuc (CRD# 6271197) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 5 years of experience in the finance industry.
Vermilion Asset Management, LLC
Lifemark Securities Corp.
Advantage Wealth Management, LLC
|Cullen Investment Group||Lafayette, LA||Aug 2013 - Current||8|
|Student||Lafayette, LA||May 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
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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