Owen Culver
Investment adviser representative at LPL Financial LLC
13 yearsExperience
3 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 LLCJul 2024 to now
- Northwestern MutualAug 2023 to Dec 2023
- Point Blank RangeMay 2023 to Dec 2025
- Honest 1 Auto CareApr 2021 to Jun 2022
- Alexander Youth NetworkFeb 2021 to Dec 2023
- AutobellDec 2019 to Apr 2021
- UniversityAug 2019 to Dec 2023
- UnemployedNov 2017 to Dec 2019
- Smoothie KingJul 2016 to Nov 2017
- Middle and High SchoolAug 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 7807127
- Firm CRD
- 6413