Richard Cullen, financial advisor Spokane WA
93 score

Richard Cullen

CRD Number: 6092944
Current Firm: Financial Management, Inc.

Richard Cullen (CRD# 6092944) is an Investment Advisor Representative working at Financial Management, Inc. in Spokane, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Managment, Inc. Yakima, WA Jul 2017 - Current < 1
Eastern Washington University Athletic Dept. Cheney, WA Sep 2016 - Current 1
Capital Retirement Plan Services, Inc. Spokane, WA Jul 2013 - Current 4
Northern Capital Management, Inc. Spokane, WA Jul 2013 - Current 4
Trc Enterprises Spokane, WA Dec 2009 - Current 8
Cullen Goalkeeping Llc Dba Washington Goalkeeping Spokane, WA Jun 2007 - Current 11
Washington Air National Guard Spokane, WA Oct 2006 - Current 11
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
Lpl Financial Spokane, WA Jan 2012 - Jul 2013 1
Financial Management, Inc. Spokane, WA Jan 2012 - Jul 2013 1
Vandervert Construction Spokane, WA Jun 2007 - Feb 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Richard P. Cullen
Phone Number: 509-965-5654
Firm Website: http://www.fmiwealth.net
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    1,947
    ACCOUNTS
  • Average Account Value
    $129,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, ID, OR, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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