DC
David M. Cullen
EVIDENT FINANCIAL
ERIE, PA 16507
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CRD#: 6577478
DC
Professional summary
David Michael Cullen, who also goes by David M. Cullen, is a registered financial advisor currently at EVIDENT FINANCIAL located in Erie, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David M. Cullen
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.
Mr. David Cullen is co-owner Evident Holding Company, LLC which owns AllStreet Financial, LLC D.B.A Evident Financial
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Cullen'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
February 23, 2016 - Present
EVIDENT FINANCIAL
Office #1: 302 French Street, Erie, PA 16507RIA
CRD#: 281661
ERIE, PA
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
New York(1/8/2024)
IAR
Pennsylvania(2/23/2016)
Exams
Current Firm
EF
EVIDENT FINANCIAL
ALLSTREET | EVIDENT FINANCIAL, LLC | EVIDENT FINANCIAL | ALLSTREET FINANCIAL, LLC | ALLSTREET FINANCIAL
CRD#: 281661 / SEC#:
New York
Registered Investment Advisory firm - (1/8/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (2/23/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
302 French Street, Erie, PA 16507
Mailing Address
Phone number
(814) 425-5182
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 174 |
| AUM (Assets Under Management) | $ 108,122,771 |
Red Flags
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