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Lauren Lee Culver

Cibc Private Wealth Advisors, Inc.

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About Lauren Lee Culver

Lauren Culver is an investment advisor representative at CIBC Private Wealth Advisors, Inc., registered in Arizona and Colorado. Lauren is a Chartered Financial Analyst and has been in the industry since 2006. Previously, Lauren was an advisor at TCW Funds Distributors and UBS Financial Services Inc. Lauren specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Lauren Culver is currently registered with Cibc Private Wealth Advisors, Inc.. CIBC Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Chicago, IL. With a focus on individual and institutional clients, the firm offers a wide range of services, including portfolio management, financial planning, and selection of other advisors. CIBC Private Wealth Advisors, Inc. has approximately $57.31 billion in regulatory assets under management.
Cibc Private Wealth Advisors, Inc.

181 WEST MADISON STREET

CHICAGO, IL 60602

$57.31B

Assets Under Management

Not reported

Total Clients

151

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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index provider

Index provider

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lauren Culver’s Registration & Firm History

CO

08/06/2021 - Present

Cibc Private Wealth Advisors, Inc. (DENVER CO)

CA

03/04/2008 - 03/26/2014

TCW FUNDS DISTRIBUTORS (LOS ANGELES CA)

CA

03/21/2006 - 11/14/2006

UBS FINANCIAL SERVICES INC. (PASADENA CA)

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Licenses & Designations

BOTH

Issued 05/26/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Lee Culver.
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