Davis Howland Culwell
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMay 2021 to now
- Sullivan & Schlieman Wealth ManagementMay 2021 to now
- Brasfield & GorrieJun 2020 to Aug 2020
- Aspen Heights PropertiesJul 2019 to Aug 2019
- Bath & Body WorksMay 2019 to Jul 2019
- Pfs Investments IncAug 2018 to May 2019
- Primerica Financial ServicesMay 2018 to May 2019
- Auburn UniversityMay 2017 to May 2021
- Spain Park High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6967873
- Firm CRD
- 6413