Michael Doise has been an investment adviser representative at Cullen Investment Group since December 2024, and is not listed among the firm’s executive officers or direct owners. Michael Doise holds a BS in Accounting from Louisiana State University and an MBA from Tulane University.
Cullen Investment Group, LTD. is a Lafayette, LA firm with $910M under management, 611 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Michael J. Doise is an Investment Advisor at Cullen Investment Group. He joined Cullen in 2023 and is responsible for portfolio construction, asset management and financial planning. He began his career in fixed income trading, later moved to mergers and acquisitions in the Energy Investment Banking Division at the Royal Bank of Canada, and spent time as a CFO in the oil and gas industry before joining the firm.
- Cullen Investment GroupCurrent– present · 1 yearLafayette, LA · Adviser representative · Firm CRD 18266
Professional designations
Listed by Cullen Investment Group
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Doise is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- LouisianaSince 26 December 2024
- TexasSince 20 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 October 2023 |
| Series 7TO | General Securities Representative Examination | 6 October 2023 |
| SIE | Securities Industry Essentials Examination | 17 April 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 December 2014 |
| Series 79 | Investment Banking Registered Representative Examination | 24 August 2014 |
| Series 7 | General Securities Representative Examination | 31 October 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Joseph Doise
- CRD
- 5407123
- Firm
- Cullen Investment Group · CRD 18266
- Office
- 1404 South College Rd., Lafayette, LA 70503
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cullenonline.com
Where does Michael Doise work?
Michael Doise is an investment adviser representative registered through Cullen Investment Group, LTD. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Doise a financial advisor?
Yes. Michael Doise has a current investment-adviser registration in Louisiana and Texas, through Cullen Investment Group since December 2024.
How many years of experience does Michael Doise have?
Michael Doise has 7 years in the financial industry, since September 2019, across 1 adviser firm.
What exams has Michael Doise passed?
Michael Doise has passed 6 licensing exams: the Series 7, Series 79, Series 63, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in October 2007.
Where did Michael Doise work before Cullen Investment Group?
Before Cullen Investment Group, Michael Doise was registered through Cullen Asset Management, October 2023 to October 2024.
Where is Michael Doise based?
Michael Doise’s registered office is in Lafayette, LA.
Is Michael Doise registered with FINRA?
No. Michael Doise has no current broker registration.
Is Michael Doise a CFP?
Cullen Investment Group lists Michael Doise with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Michael Doise a CFA charterholder?
Cullen Investment Group lists Michael Doise with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Michael Doise’s record?
Search CRD 5407123 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Doise’s full registration record.