Mark Culver, financial advisor Broomfield CO

Mark Culver

CRD Number: 1844054
Current Firm: Epiqwest Culver Wealth Advisors LLC

Mark Culver (CRD# 1844054) is an Investment Advisor Representative working at Epiqwest Culver Wealth Advisors LLC in Broomfield, CO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Epiqwest Culver Wealth Advisors LLC Broomfield, CO Jun 2020 - Current 2
Culver Investment Company, LLC Boulder, CO Sep 1997 - Current 24
Culver Retirement Plan Services, Inc. Boulder, CO Jun 1995 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark P. Culver
Phone Number: 303-442-3670
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    715
    ACCOUNTS
  • Average Account Value
    $356,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IN, LA, MN, NE, NH, NV, TX

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