Michael Doise (CRD# 5407123) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 9 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 2689932
Lifemark Securities Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Cullen Investment Group | Lafayette, LA | Oct 2023 - Current | < 1 |
Robertson Capital | Lafayette, LA | Dec 2021 - Sep 2023 | 1 |
Slant Energy | Lafayette, LA | Apr 2020 - Nov 2021 | 1 |
Robertson Midstream | Lafayette, LA | Jun 2017 - Apr 2020 | 2 |
Rbc Capital Markets, LLC | Houston, TX | Jun 2014 - Jun 2017 | 3 |
Midsouth Bank | Lafayette, LA | Jul 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2014 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- LA
-
Total Assets Under Management675MILLIONS
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Total Number of Accounts1,190ACCOUNTS
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Average Account Value$567,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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