Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrie? Claim Your ProfileBarrie Culver is a registered representative with LPL Financial LLC. Barrie has been in the securities industry since March 1976, and is licensed to offer investment advisory services in Washington. Barrie has passed the Series 65 Uniform Investment Adviser Law Examination and the Series 63 Uniform Securities Agent State Law Examination. Barrie has also passed the Series 7 General Securities Representative Examination, Series 24 General Securities Principal Examination, Series 4 Registered Options Principal Examination, Series 5 Interest Rate Options Examination, and Series 15 Foreign Currency Options Examination. Prior to joining LPL Financial LLC, Barrie worked for CITIGROUP GLOBAL MARKETS INC. and DEAN WITTER REYNOLDS INC. and DEAN WITTER & CO. INCORPORATED. Barrie has a total of 7 registered states including Arizona, Florida, New Jersey, North Carolina, Oregon, Tennessee, and Washington. Barrie is licensed to offer investment advisory services in Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
03/27/2009 - Present
LPL Financial LLC (BELLEVUE WA)
WA
09/05/1978 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
NA
02/24/1978 - 11/24/1978
DEAN WITTER REYNOLDS INC.
NA
04/01/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
IA
Issued 01/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/16/1980
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 02/23/1982
Series 5 - Interest Rate Options Examination
BC
Issued 03/20/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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