Katelyn Jane Dubuc
Investment adviser representative at Cullen Investment Group
13 yearsExperience
2 statesRegistered in
$910MFirm assets
24 yearsFirm in business
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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
13 years in the industry.
- Cullen Investment GroupAug 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6271197
- Firm CRD
- 18266