# David Bordes

> David Bordes is a fee-only financial advisor at Cullen Investment Group in Lafayette, Louisiana. Cullen Investment Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-bordes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cullen Investment Group
- **Based in:** Lafayette, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $910.0M across 1,499 accounts
- **CRD:** 817884 (https://adviserinfo.sec.gov/individual/summary/817884)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 63 (1983), Series 65 (2016)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.cullenonline.com

## Frequently asked questions

### Is David Bordes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Cullen Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Cullen Investment Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Bordes based?

David Bordes is based in Lafayette, Louisiana.

### Is David Bordes registered with the SEC?

Yes. David Bordes is registered as an investment adviser representative in LA (CRD 817884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cullen Investment Group manage?

Cullen Investment Group reports $910.0M across 1,499 accounts in assets under management.

### How do I contact David Bordes?

Through David's website, www.cullenonline.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/817884): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.