Cheryl Culwell, financial advisor Fort Worth TX
93 score

Cheryl Culwell

CRD Number: 1449118
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cheryl Culwell (CRD# 1449118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth, TX Oct 2010 - Current 6
Raymond James & Associates, Inc. Ft. Worth, TX Feb 2003 - Oct 2010 7
Katie Hawk Aviation Arlington, TX May 2006 - Dec 2008 2
377 Properties Ltd Aledo, TX Dec 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Cheryl A. Culwell
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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