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).
-
Total Assets Under Management596MILLION
-
Total Number of Accounts1,156ACCOUNTS
-
Average Account Value$515,162
- 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

LA, TX
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.
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.
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.
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.