Katelyn Dubuc
Cullen Investment Group · Lafayette, Louisiana
Katelyn Dubuc 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, TX · CRD 6271197 |
| Exams passed | Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.cullenonline.com |
How Katelyn'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 Katelyn
Is Katelyn Dubuc a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katelyn 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 Katelyn charge for financial advice?
Katelyn's firm, Cullen Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Katelyn Dubuc based?
Katelyn Dubuc is based in Lafayette, Louisiana.
Is Katelyn Dubuc registered with the SEC?
Yes. Katelyn Dubuc is registered as an investment adviser representative in LA and TX (CRD 6271197), 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 Katelyn Dubuc?
Through Katelyn'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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