Culver
Broach
Summit Financial, LLC
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About this Advisor
Culver Broach is a financial advisor based in Montgomery, Alabama, working with Summit Financial, LLC. Culver has previously worked at Raymond James Financial Services, Raymond James Financial Services Advisers Inc, Music Garden, Parsons Broach, LLC, Carolyn Hansen Rev Trust, Michael S Hansen Trust, Summit Financial Dba Parsons Broach Financial Services, and Purshe Kaplan Sterling Investments. Culver has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Culver is part of Summit Financial, LLC, which operates out of Montgomery, Alabama. The firm has 47 offices and 353 employees. Summit Financial, LLC manages assets totaling $15.0 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$14,959,048,272
353
22,079
$677,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Culver Broach Work History
Summit Financial Dba Parsons Broach Financial Services
Purshe Kaplan Sterling Investments
Carolyn Hansen Rev Trust
Michael S Hansen Trust
Raymond James Financial Services
Raymond James Financial Services Advisers Inc
Music Garden
Parsons Broach, LLC
Disclosures
Please visit the SEC profile of Culver Broach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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