Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Culver? Claim Your ProfileCulver Robert Broach is a financial advisor with Summit Financial, LLC. Culver has been in the industry since 1995 and has held a number of positions at different firms. Culver has a wide range of experience, including working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Culver is a Certified Financial Planner and provides a variety of financial planning services, including investment management, retirement planning, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AL
01/13/2025 - Present
Summit Financial, LLC (MONTGOMERY AL)
AL
09/17/1999 - 07/05/2011
SYNOVUS SECURITIES, INC. (MONTGOMERY AL)
AL
03/03/1997 - 09/13/1999
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
TN
03/26/1996 - 03/06/1997
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
07/13/1995 - 04/15/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 09/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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