William
Cullens

Commonwealth Financial Network

CRD#1953917
Investment Advisor
in Greensboro, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Cullens is a financial advisor based in Greensboro, Georgia, working with Commonwealth Financial Network. William has previously held positions at Mml Investors Services, Inc, Mass Mutual, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Commonwealth Financial Network, and Piedmont Financial Partners. William has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, William is part of Commonwealth Financial Network, which operates out of Greensboro, Georgia. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2901 Reynolds Walk Trail Suite 202
Greensboro, GA 30642

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

GA Average: $16,012,751,954
Total Number of Employees

4,500

GA Average: 118
Total Number of Accounts

623,075

GA Average: 4,567
Average Account Size

$284,126

GA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

William Cullens Work History

2019 - Present (5 years)

Commonwealth Financial Network

2019 - Present (5 years)

Piedmont Financial Partners

2016 - 2019 (3 years)

Penn Mutual Life Insurance Co

2016 - 2019 (3 years)

Hornor Townsend & Kent Inc

1999 - 2016 (17 years)

Mml Investors Services, Inc

1997 - 2016 (19 years)

Mass Mutual

Disclosures

Please visit the SEC profile of William Cullens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Brian Cummings
Mount Pleasant, SC
Richard Brewer
Mount Pleasant, SC
Matthew Hooker
Omaha, NE
Michael Oberdorf
Sea Girt, NJ
Spencer Williams
Dallas, TX
Leigh Voli
Wilmington, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started