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Anne Clark Gaiennie

Investment adviser representative at Cullen Investment Group
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$910MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Cullen Investment GroupDec 2024 to now
  2. Self EmployedJun 2004 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Cullen Investment Group

Legal name: Cullen Investment Group, Ltd.

$910MAssets managed
611Clients
6Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5797869
Firm CRD
18266
Advisor's SEC record (opens in a new tab)
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