Cullen Parker (CRD# 7475350) is an Investment Advisor Representative working at Drawbridge Capital in Tulsa, OK and has over 2 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Tulsa, OK | Apr 2023 - Current | 1 |
Drawbridge Capital | Tulsa, OK | Mar 2023 - Current | 1 |
Ameriprise Financial | Tulsa, OK | Feb 2022 - Mar 2023 | 1 |
Unemployed | Tulsa, OK | Jan 2022 - Feb 2022 | < 1 |
Warburton Capital Management | Tulsa, OK | Sep 2021 - Dec 2021 | < 1 |
Ttcu Fcu | Tulsa, OK | Jun 2019 - Sep 2021 | 2 |
Oral Roberts University | Tulsa, OK | Aug 2015 - Aug 2019 | 4 |
Oral Roberts University | Tulsa, OK | Aug 2018 - May 2019 | < 1 |
Oral Roberts University | Tulsa, OK | Aug 2017 - May 2018 | < 1 |
Oral Roberts University | Tulsa, OK | Aug 2016 - May 2017 | < 1 |
Christian Community Action | Lewisville, TX | Jun 2015 - Aug 2015 | < 1 |
Edward S. Marcus High School | Flower Mound, TX | Jun 2014 - Jun 2015 | 1 |
Conestoga Valley High School | Lancaster, PA | Jun 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
S63 | Uniform Securities State Law Examination | Jul 2023 |
- OK
-
Total Assets Under Management162MILLIONS
-
Total Number of Accounts907ACCOUNTS
-
Average Account Value$178,960
- 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
- Other
AR, CA, CO, CT, FL, KS, MO, OK, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.