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Home > Financial Services > Stock Brokers > Cullen Investment Group, Ltd.
Cullen Investment Group, Ltd.
Cullen Investment Group, Ltd. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Cullen Investment Group was established in 1986 and oversees client assets that are in excess of $150 million. As an association of experienced professionals and is also a member of the Securities Investor Protection Corp. (SIPC), the Municipal Securities Rulemaking Board (MSRB), and is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Cullen Investment Group, Ltd. is a comprehensive financial services firm committed to helping their clients improve their long-term financial success. Their customized programs are designed to grow and conserve their clients’ wealth by delivering an unprecedented level of personalized service.
As an independent, full-service firm, Cullen serves the individual needs of each client with a broad array of products and services, including investment Advisory Services, Traditional Brokerage Services, Financial Planning / Consulting, Retirement Plan Services and Insurance. They provide fee-based money management services to qualified investors. Individual stocks, bonds, and mutual funds are carefully selected to create a portfolio suitable for each client’s objectives. These portfolios are monitored for performance, and periodic reviews are prepared to insure that client objectives are realized. Other investment management services include management of portfolios for pension plans, profit sharing plans, individual and corporate accounts, professional associations and other institutions.
The Firm offers traditional commission-based brokerage services. These services provide clients with access to individual stocks and bonds, including Louisiana tax-free municipal bonds as well as mutual funds, certificates of deposit, money market accounts, and many other investment products. To compliment these services and to assist in the decision making process, they have access to outstanding research from different independent organizations.
Cullen Investments believe that a well-crafted financial plan is crucial to the success of both the individual and the firm. Their financial planning services can take a comprehensive or a targeted view of such areas as Retirement Planning, College Expenses, Insurance and Estate Planning and Budgeting. They assess the current situation of each individual client before developing a plan specific to their goals. Their motivation is to look objectively and independently at each situation and provide appropriate guidance.
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