Cullen Bearden (CRD# 7488984) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has 1 year of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of Stockton Investment And Insurance Services | Stockton, CA | Jan 2022 - Current | 2 |
| Lpl Financial | Stockton, CA | Jan 2022 - Current | 2 |
| Bank Of Stockton | Oakdale, CA | May 2021 - Jan 2022 | < 1 |
| Mocse Federal Credit Union | Modesto, CA | Jun 2019 - May 2021 | 1 |
| Savemart Supermarket | Oakdale, CA | Mar 2019 - Jun 2019 | < 1 |
| Full-time Student | Modesto, CA | Oct 2016 - Mar 2019 | 2 |
| Pizza Plus | Waterford, CA | Mar 2015 - Oct 2016 | 1 |
| Full-time Student | Waterford, CA | Jan 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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