Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marshall Culp is a financial advisor with over 20 years of experience in the industry. John is currently registered with Capital Investment Advisory Services, LLC as an Investment Advisor Representative. Previously, John was registered with Triad Advisors, Inc., ING Financial Partners, Inc., Capital Investment Group, Inc., H. Beck, Inc., Triangle Securities, LLC, First Union Securities, Inc., First Union Capital Markets Corp. and Mid-Atlantic Securities, Inc. John specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. John is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NC
12/22/2016 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NC
09/10/2013 - 12/09/2016
TRIAD ADVISORS, INC. (RALEIGH NC)
NC
06/10/2013 - 09/06/2013
ING FINANCIAL PARTNERS, INC. (RALEIGH NC)
NC
05/07/2012 - 06/28/2013
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NC
11/11/2011 - 05/21/2012
H. BECK, INC. (DURHAM NC)
NC
09/22/2000 - 04/28/2011
TRIANGLE SECURITIES, LLC (RALEIGH NC)
MO
10/01/1999 - 09/22/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/21/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
12/22/1995 - 02/06/1996
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
IA
Issued 10/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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