Charles Culver (CRD# 6762081) is an Investment Advisor Representative working at Martello Investments, LLC in Norfolk, VA and has over 8 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martello Investments | Norfolk, VA | Feb 2017 - Current | 7 |
| Bankers Healthcare Group | Miramar, FL | Mar 2021 - Mar 2023 | 2 |
| Stratuslive | Virginia Beach, VA | Sep 2018 - Mar 2021 | 2 |
| Vantage Consulting Group | Virginia Beach, VA | May 2004 - Apr 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- FL
- TX
- VA
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$706,548
- 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
- Other
FL, TX, VA
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