Karen Culver (CRD# 5973628) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 12 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Massmutual Life Insurance Company | Center Valley, PA | Sep 2021 - Current | 2 |
| Mml Investment Services, LLC | Center Valley, PA | Sep 2021 - Current | 2 |
| Unemployed | Macungie, PA | Jul 2020 - Aug 2021 | 1 |
| Capfinancial Services, LLC | Raleigh, NC | Apr 2019 - Jul 2020 | 1 |
| Captrust | Raleigh, NC | Apr 2019 - Jul 2020 | 1 |
| Mcqueen Ball And Associates | Bethelehm, PA | Jul 2018 - Jul 2020 | 2 |
| Morgan Stanley | Allentown, PA | Aug 2014 - Jun 2018 | 3 |
| Wells Fargo Advisors LLC | Easton, PA | Aug 2011 - Aug 2014 | 3 |
| Wells Fargo Bank Na | Easton, PA | May 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- PA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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