Paul MorlenCRD Number: 5370137
Current Firm: Cullinan Associates Inc.
Paul Morlen (CRD# 5370137) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has 1 year of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Cullinan Associates, Inc.||Louisville, KY||Nov 2005 - Current||12|
|Churchill Financial, LLC||Louisville, KY||Feb 2008 - Nov 2011||3|
Total Assets Under Management1,187MILLIONS
Total Number of Accounts980ACCOUNTS
Average Account Value$1,210,800
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VT, WA, WI, WV