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Richard C

CFA®

New Caney, TX

Old Beach Investment Advisors, LLC

Richard Cull is a CFA® charterholder with 19 years of industry experience. He is currently the sole advisor at Old Beach Investment Advisors, LLC, joining the firm in 2025. Previously, he held roles at Centric Advisors, LLC and Pagosa Management LLC, and served 19 years at Breen Investors LP. Outside of Old Beach Investment Advisors, he is Chief Investment Officer at Centric Advisors, where he conducts research and makes stock recommendations. Old Beach Investment Advisors provides discretionary portfolio management and supervisory services to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm primarily uses long-term equity strategies based on fundamental analysis and constructs diversified portfolios including stocks, ETFs, and mutual funds.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Sean L

Series 65

East Hampton, NY

Old Beach Investment Advisors, LLC

Sean Lamb is a financial advisor at Old Beach Investment Advisors, LLC with a Series 65 credential and one year of industry experience. He previously worked at Guardant Wealth Advisors and has managed a film production company, Franklin Avenue Films, since 2012. Outside of advising, he is also involved in film production in New York. Old Beach Investment Advisors provides discretionary portfolio management and supervisory services to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm focuses on long-term equity strategies based on fundamental analysis and maintains a small, concentrated client roster.

Active portfolio management Options & derivatives strategies Concentrated stock management
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