David Bordes
Cullen Investment Group · Lafayette, Louisiana
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.
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Facts
| Firm | Cullen Investment Group |
|---|---|
| Based in | Lafayette, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $910.0M across 1,499 accounts |
| SEC registration | Investment adviser representative in LA · CRD 817884 |
| Exams passed | Series 63 (1983) · Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.cullenonline.com |
How David's firm compares
- Cullen Investment Group's average account is about $607,000, from its Form ADV (assets managed divided by 1,499 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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