Cullen Crabbe, financial advisor Ventura CA
83 score

Cullen Crabbe

CRD Number: 5533844
Current Firm: Kipp Financial Group, Inc.

Cullen Crabbe (CRD# 5533844) is an Investment Advisor Representative working at Kipp Financial Group, Inc. in Ventura, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Kipp Financial Group, Inc. Ventura, CA Aug 2011 - Current 6
Npb Financial Group LLC Burbank, CA Aug 2010 - Current 7
Kipp Brant Drummond & Associates, Inc. Dba Kipp Financial Group Ventura, CA Jun 2008 - Aug 2011 3
National Planning Corporation Ventura, CA Jun 2008 - Aug 2010 2
Barrett Financial Chandler, AZ Oct 2007 - Jun 2008 < 1
Spectrum Financial Chandler, AZ Sep 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Cullen W. Crabbe
Phone Number: 805-650-7654
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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