Cullen CrabbeCRD 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 9 years of experience in the finance industry.
Lamia Financial Group, Inc.
Greyfox Investors LLC
Western International Securities
|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|
- Customer Dispute
Total Assets Under Management123MILLIONS
Total Number of Accounts1,104ACCOUNTS
Average Account Value$111,739
- 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
- Selection of other advisers (including private fund managers)