Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cullen? Claim Your ProfileCullen O'brien Crombie is an Investment Advisor Representative at Legacy Knight MFO, LLC in Dallas, Texas. Cullen has been in the financial industry for over 5 years and has experience working with clients in various financial sectors, including high net worth individuals, pooled investment vehicles, and other investment advisors. Cullen specializes in providing financial planning, portfolio management, and selection of other advisors. Cullen has a Series 65 license and is registered in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Human capital legacy services and philanthropic services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/06/2021 - Present
Legacy Knight MFO, LLC (DALLAS TX)
IA
Issued 05/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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