R. Cullum Email & Phone Number
Registered Principal @ Cambridge Investment Research, Inc.
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R. Cullum Location
- Houston, TX, US
R. Cullum Work
- Registered Principal @ (January 2009 - Present)
- Securities Principal @ (January 2004 - January 2016)
- Securities Principal @ WFG Investments Houston (January 2002 - January 2011)
- Deacon @ (January 1996 - January 2011)
- Vice President @ Robert W. Baird & Co. (January 1998 - May 1999)
- Assistant Vice President @ (January 1991 - January 1999)
- Advisory Board Member @ Sterling Bank advisory board member (January 1991 - January 1995)
- President and Sr. Vice President @ First City National Bank (January 1976 - January 1991)
- Executive Committee @ TUTS Theatre Group (January 1985 - January 1990)
- Assistant Vice President @ Deposit Guaranty National Bank (January 1972 - January 1976)
R. Cullum Education
- Stanford University
Executive Course in Business
1978-1981 - University of Southern California
Grad Studies (Aerospace Management)
1972-1973 - Mississippi State University - College of Business and Industry
BS (& MBA, Business)
1965-1970 - Whitehaven
High School Diploma (College Prep)
1960-1964
R. Cullum Skills
- Securities
- Asset Management
- Portfolio Management
- Financial Advisory
- FINRA
- Retirement Planning
- Series 7
- Mutual Funds
- Wealth Management
- 401k
- Investment Advisory
- Strategic Financial Planning
- Series 63
- Retirement
- Fixed Annuities
- Estate Planning
- Alternative Investments
- Insurance
- Networking
- Business Development
- Financial Services
- SAN
- Microsoft Excel
- Nursing
- Business Strategy
- Strategic Financial
- Young Professionals
- Security
R. Cullum Summary
- R. Cullum, based in Houston, TX, US, is currently a Registered Principal at Cambridge Investment Research, Synergy Wealth Management is a Branch Office. R. Cullum brings experience from previous roles at Synergy Wealth Management, WFG Investments Houston, Second Baptist Church, Houston, TX and Robert W. Baird & Co.. R. Cullum holds a 1978 - 1981 Executive Course in Business @ Stanford University. With a robust skill set that includes Securities, Asset Management, Portfolio Management, Financial Advisory, FINRA and more.
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