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Susan Marie Cullen

Arlington Securities, Inc.

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About Susan Marie Cullen

Susan Cullen is a registered representative with Arlington Securities, Inc. Susan is a Series 7 and 63 licensed professional. Susan has been in the securities industry since April 1994 and has previously held positions with LaSalle St Securities, L.L.C., Eisner Securities, Inc. and Walnut Street Securities, Inc.. Susan focuses on providing financial planning, portfolio management, and market timing services to individual and high net worth clients.

Firm Information

Susan Cullen is currently registered with Arlington Securities, Inc.. Arlington Securities, Inc. is a corporation formed in 1997, providing investment advisory services including financial planning, market timing services, and selection of other advisers. They serve individuals (both high net worth and other), with approximately $77.25 million in regulatory assets under management. The firm is registered with the SEC and in 40 states.

$77.25M

Assets Under Management

257

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee accounts

Wrap fee accounts

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Wrap fees

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Susan Cullen’s Registration & Firm History

MO

01/18/2002 - Present

Arlington Securities, Inc. (ST. LOUIS MO)

IL

09/29/2001 - 11/23/2001

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

MO

11/19/1997 - 10/01/2001

EISNER SECURITIES, INC. (ST. LOUIS MO)

CA

02/15/1994 - 02/04/1998

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 03/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/21/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Marie Cullen.
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