Davis Howland Culwell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 05/2019
  Primerica Financial Services
  Birmingham, AL
• 08/2013 → 05/2017
  Spain Park High School
  Hoover, AL
• 08/2018 → 05/2019
  Pfs Investments Inc
  Birmingham, AL
• 08/2017 → 05/2021
  Auburn University
  Auburn, AL
• 05/2017 → 08/2017
  Auburn University
  Auburn, AL
• 06/2021 → Present
  Sullivan & Schlieman Wealth Management
  Alpharetta, GA
• 05/2021 → 06/2021
  Sullivan & Schlieman Wealth Management
  Alpharetta, GA
• 05/2019 → 07/2019
  Bath & Body Works
  Auburn, AL
• 07/2019 → 08/2019
  Aspen Heights Properties
  Auburn, AL
• 06/2020 → 08/2020
  Brasfield & Gorrie
  Birmingham, AL
• 05/2021 → Present
  Lpl Financial Llc
  Alpharetta, GA

Other Businesses

1) 6/2021- Sullivan and Schlieman Wealth Management, LLC- DBA for LPL Business (entity for LPL business)-Inv. Related- Alpharetta, GA - 100%

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-08
• S63 Uniform Securities Agent State Law Examination
  2018-11-29

Other Names

• Davis H Culwell