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Cullen Cusack

6 Years of Experience
Johnson City, TN
Broker

Cullen Cusack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Johnson City, TN, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3028 Peoples Street, Johnson City, TN, 37604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cullen is a financial advisor affiliated with Citizens Bank through FID Raymond James since 2019. This activity takes about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2019 - Present · 6 yrs 10 mos
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 11 mos
State Registrations15 states
ALCOFLGAILKYMIMONCNJPASCTNVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cullen Cusack - Financial Advisor | TrueAdvisor