Richard Cullen (CRD# 6092944) is an Investment Advisor Representative working at Inland Financial Planning in Spokane, WA and has over 11 years of experience in the finance industry. Richard Cullen 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# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cullen Financial Planning LLC | Spokane, WA | May 2021 - Current | 3 |
| Washington Air National Guard | Camp Murray, WA | Oct 2006 - Current | 17 |
| Lodestone Wealth Management | Spokane, WA | Jun 2020 - Oct 2021 | 1 |
| Financial Managment, Inc. | Yakima, WA | Jul 2017 - Nov 2020 | 3 |
| Eastern Washington University Athletic Dept. | Cheney, WA | Sep 2016 - Oct 2020 | 4 |
| Capital Retirement Plan Services, Inc. | Spokane, WA | Jul 2013 - Aug 2017 | 4 |
| Northern Capital Management, Inc. | Spokane, WA | Jul 2013 - Aug 2017 | 4 |
| Eastern Washington University Athletic Dept. | Cheney, WA | Apr 2014 - Feb 2016 | 1 |
| Ncm Securities, Inc. | Spokane, WA | Jul 2013 - Feb 2016 | 2 |
| Mutual Of Omaha | Omaha, NE | Jun 2013 - Feb 2016 | 2 |
| Banner Life Insurance | Spokane, WA | Mar 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- ID
- TX
- WA
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$149,332
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
ID, TX, WA
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