RC
Richard V. Cull
CENTRIC ADVISORS
Cypress, TX 77429
Some features on this profile are disabled
CRD#: 4467870
RC
Professional summary
Richard Vernon Cull is a registered financial advisor currently at CENTRIC ADVISORS, LLC located in Cypress, Texas and BREEN INVESTORS LP located in Houston, Texas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Richard has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Richard Vernon Cull is an investment adviser representative with another firm. From time to time, he will offer clients advice or products from this activity. the investment adviser always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of the investment adviser in such individual's outside capacity. Richard Vernon Cull is a Senior Portfolio Manager for Breen Investors LP. Investment related, yes, start date 2006, less than 10 hours per month. He does research individual stocks and make recommendations to the Chief Investment officer.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Vernon Cull's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 2, 2018 - Present
CENTRIC ADVISORS, LLC
Office #1: 12549 Louetta Road, Cypress, TX 77429RIA
CRD#: 282477
Cypress, TX
Current
March 31, 2020 - Present
BREEN INVESTORS LP
Office #1: 2700 Post Oak Boulevard Suite 1700, Houston, TX 77056RIA
CRD#: 124822
Houston, TX
Past
January 11, 2019 - December 31, 2019
BREEN INVESTORS LP
RIA
CRD#: 124822
HOUSTON, TX
Past
April 18, 2013 - June 30, 2021
SHERPA INVESTMENT SERVICES
RIA
CRD#: 167350
NEW CANEY, TX
Past
July 31, 2007 - December 31, 2018
BREEN INVESTORS LP
RIA
CRD#: 124822
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/2/2018)
Exams
Current Firm
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
12549 Louetta Road, Cypress, TX 77429
Mailing Address
Phone number
(888) 215-5888
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,162 |
| AUM (Assets Under Management) | $ 226,897,006 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTRIC ADVISORS, LLC
CRD#: 282477Cypress, TX 77429TRUST BUT VERIFY
Monitor Richard Cull
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
