R. David Cullum

R. David Cullum has been a Securities Principal  for over ten years with an office in the Memorial area for that entire time and brings over 35 years of experience in financial services with major financial service providers.  He has worked with individuals, middle market companies, and major corporations in his career providing a wide range of financial services. 

 He believes that independent thinking individuals can better serve the client than larger corporations.  “We can objectively choose investments that best fit a client’s goals."

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

 One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.  Direct Phone 713-683-7226.

We’re looking forward to using our experience to help you pursue your financial goals.

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