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Davis Howland Culwell

Investment Adviser Representative at LPL Financial LLC

Alpharetta, GACRD #6967873Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Davis Howland Culwell is an investment adviser representative with LPL Financial LLC in Alpharetta, GA, where they have been registered since 2021. They have worked in the securities industry since 2020 and were previously registered with PFS Investments Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia and Texas.

Office

5755 N Point Pkwy, Ste 207
Alpharetta, GA 30022

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, Texas
Broker:
12 states and territories

Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Ohio, South Carolina, Tennessee, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/8/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 11/29/2018
Series 7
General Securities Representative Examination
Passed 8/3/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/6/2018
Series 24
General Securities Principal Examination
Passed 12/12/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Financial LLCCurrent
9/15/2021 – Alpharetta, GA
PFS Investments Inc.
9/6/2018 – 10/9/2019Brimingham, AL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Primerica Financial Services
    May 2018 – May 2019Birmingham, AL
  2. Spain Park High School
    Aug 2013 – May 2017Hoover, AL
  3. PFS Investments Inc
    Aug 2018 – May 2019Birmingham, AL
  4. Auburn University
    Aug 2017 – May 2021Auburn, AL
  5. Auburn University
    May 2017 – Aug 2017Auburn, AL
  6. Sullivan & Schlieman Wealth Management
    Jun 2021 – no end date reportedAlpharetta, GA
  7. Sullivan & Schlieman Wealth Management
    May 2021 – Jun 2021Alpharetta, GA
  8. Bath & Body Works
    May 2019 – Jul 2019Auburn, AL
  9. Aspen Heights Properties
    Jul 2019 – Aug 2019Auburn, AL
  10. Brasfield & Gorrie
    Jun 2020 – Aug 2020Birmingham, AL
  11. LPL Financial LLC
    May 2021 – no end date reportedAlpharetta, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Financial LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24,114
Offices listed on AdvisorFinder:
25
Main office:
Fort Mill, SC
SEC file number:
801-10970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at LPL Financial LLC

Showing 12 of 24,114 in the directory

View LPL Financial LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Davis Howland Culwell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Davis Howland Culwell (LPL Financial) - Fees & Credentials