Cullen Asset Management

Cullen Asset Management (CRD# 18266) is a financial advisory firm headquartered in Lafayette, LA. They manage $262,398,825 in 669 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $392,225
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

Financial Advisors at Cullen Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Stephen L. Nickel
CRD#: 4305828
1404 South College Rd., Lafayette, LA 70503
96
Wealthminder
score

Stephen Nickel (CRD# 4305828) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 16 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.

2
David C. Bordes
CRD#: 817884
1404 S. College Rd, Lafayette, LA 70503
93
Wealthminder
score

David Bordes (CRD# 817884) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 34 years of experience in the finance industry.

3
Roy J. Geesey
CRD#: 4025845
521 Sw Court Circle, Crowley, LA 70526
93
Wealthminder
score

Roy Geesey (CRD# 4025845) is an Investment Advisor Representative working at Cullen Asset Management in Crowley, LA and has over 16 years of experience in the finance industry.

4
Anne C. Gaiennie
CRD#: 5797869
1404 South College Rd., Lafayette, LA 70503
88
Wealthminder
score

Anne Gaiennie (CRD# 5797869) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has 1 year of experience in the finance industry.

5
Katelyn J. Dubuc
CRD#: 6271197
1404 South College Rd., Lafayette, LA 70503
87
Wealthminder
score

Katelyn Dubuc (CRD# 6271197) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has 1 year of experience in the finance industry.

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