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David Cullen Bordes

Cullen Investment Group

Lafayette, LA

CRD 817884

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Employer firm

Cullen Investment Group CRD 18266

$910M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cullen Investment Group

1404 S. College Rd., Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2013-12-17
  • LA RA
    APPROVED
    Since 2013-12-17

Branch Locations

1404 S. College Rd., Lafayette, LA 70503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cullen Investment Group, Ltd. Lafayette LA 07/1986 Present
  • 07/1986 → Present
    Cullen Investment Group, Ltd.
    Lafayette, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-28
S63 Uniform Securities Agent State Law Examination 1983-11-04
  • S65 Uniform Investment Adviser Law Examination
    2016-10-28
  • S63 Uniform Securities Agent State Law Examination
    1983-11-04

View on SEC IAPD

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Michael Shane Goff
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