Cullen Asset Management

Cullen Asset Management (CRD# 18266) is a financial advisory firm headquartered in Lafayette, LA. They manage $595,527,206 in 1,156 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    596
    MILLION
  • Total Number of Accounts
    1,156
    ACCOUNTS
  • Average Account Value
    $515,162
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Cullen Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
David C. Bordes
CRD#: 817884
1404 S. College Rd, Lafayette, LA 70503

David Bordes (CRD# 817884) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 38 years of experience in the finance industry.

2
Katelyn J. Dubuc
CRD#: 6271197
1404 South College Rd., Lafayette, LA 70503

Katelyn Dubuc (CRD# 6271197) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 5 years of experience in the finance industry.

3
Anne C. Gaiennie
CRD#: 5797869
1404 South College Rd., Lafayette, LA 70503

Anne Gaiennie (CRD# 5797869) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 5 years of experience in the finance industry. Anne Gaiennie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Stephen L. Nickel
CRD#: 4305828
1404 South College Rd., Lafayette, LA 70503

Stephen Nickel (CRD# 4305828) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 20 years of experience in the finance industry. Stephen Nickel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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