seller-profile

Howell Cullens

Piedmont Financial Partners

2901 Reynolds Walk Trail, Ste 202

Greensboro, GA 30642

404-660-3636

Connect with Howell

General Information

Firm Start Year

1921

CRD#

1953917

Firm CRD#

8032

Insurance License#

406235

Name of Broker/Dealer

Commonwealth Financial Network

States Licensed in

Ga, Sc, Fl, Al Tn

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 6, Series 7, Series 63

Insurance and Annuity Licenses

Disability, Property, Casualty, Accident, Variable Life, Health, Life, Variable Annuity, Long Term Care, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250000

Compensation Methods

Based on Assets

Education

BBA - Risk Management

University of Georgia
09/01/1985 - 6/01/1989

Disclaimer

This communication is strictly intended for individuals residing in the states of AL, CO, FL, GA, NC, TN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.