David Culp is a registered investment advisor, based in Portola, CA, with 13 years of industry experience.
Location
120 N. Pine St., Portola, CA, 96122
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns a law office providing legal services, acts as a director for Clear Wealth Strategies, and is affiliated with CIRA as an IAR. He also works as an independent insurance agent and owns Rocky Ridge Rental real estate.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2022 - Present · 3 yrs 8 mos
Cambridge Investment Research Advisors, INC.
November 2022 - Present · 3 yrs 8 mos
Cambridge Investment Research, INC.
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Woodbury Financial Services, INC.
March 2019 - November 2022 · 3 yrs 8 mos
Woodbury Financial Services, INC.Broker
March 2019 - November 2022 · 3 yrs 8 mos
Questar Asset Management, INC.
February 2014 - March 2019 · 5 yrs 1 mo
Questar Capital CorporationBroker
February 2014 - March 2019 · 5 yrs 1 mo
Wells Fargo Advisors, LLC
December 2011 - January 2013 · 1 yr 1 mo
Wells Fargo Advisors, LLCBroker
November 2011 - January 2013 · 1 yr 2 mos
State Registrations2 states
CANV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.