Culver Robert Broach
Investment adviser representative at Summit Financial, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm assets
Are you Culver Robert Broach? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Summit Financial, LLCJan 2025 to now
- Summit Financial dba Parsons Broach Financial ServicesJan 2025 to now
- Parsons Broach, LLCJun 2011 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to May 2025
- Carolyn Hansen Rev TrustAug 2016 to Jan 2025
- Michael S Hansen TrustAug 2016 to Jan 2025
- Music GardenJul 2011 to Jan 2025
- Raymond James Financial Services Advisers Inc.Jul 2011 to Jan 2025
- Raymond James Financial ServicesJun 2011 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (AL).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2600471
- Firm CRD
- 299322