Dee CullumCRD Number: 3188044
Current Firm: Trinity Portfolio Advisors, LLC
Dee Cullum (CRD# 3188044) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 19 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Trinity Portfolio Advisors, LLC||Fort Worth, TX||Oct 2009 - Current||8|
|Mml Investors Services||Fort Worth, TX||Feb 1999 - Oct 2009||10|
|Mass Mutual Life Insurance||Springfield, MA||Feb 1999 - Oct 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management204MILLIONS
Total Number of Accounts865ACCOUNTS
Average Account Value$235,687
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, FL, IL, KS, LA, MS, MT, NC, NM, NY, OK, OR, TX
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