Values First Advisors
41yrs
Top advisor by experience in Johnson City
7yrs
Cullen Cusack
Full name on record: Cullen Patrick Cusack
Financial advisor at Raymond James Financial Services Advisors
Cullen Cusack is a fiduciary financial advisor in Johnson City, Tennessee, with 7 years in the industry. Cullen joined Raymond James Financial Services Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 132 advisors with offices in Johnson City, and one of 114 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office3028 Peoples Street, Johnson City, TN 37604
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Cullen
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Cullen. 3028 Peoples StreetJohnson City, TN 37604Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Cullen
Tailored to Cullen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cullen
How do I contact Cullen?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Cullen Cusack. Cullen works from the Johnson City, TN office.
How long has Cullen been a financial advisor?
Cullen has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Cullen hold?
Series 66. Tap any license on this page to see what it allows.
Is Cullen a fiduciary?
Cullen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cullen paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Cullen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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