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Mark Patrick Culver

Investment Adviser Representative at CONCURRENT INVESTMENT ADVISORS, LLC

Longmont, COCRD #1844054Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Colorado
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/8/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 10/22/1990
Series 7
General Securities Representative Examination
Passed 7/16/1988
Series 24
General Securities Principal Examination
Passed 6/14/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $1,000,0002.00%
$1,000,001 - $2,000,0001.70%
$2,000,001 - $3,000,0001.60%
$3,000,001 - $5,000,0001.50%
$5,000,001 - $7,500,0001.40%
$7,500,001 - $10,000,0001.30%
$10,000,001 and above1.00%
Source

Concurrent Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CONCURRENT INVESTMENT ADVISORS, LLCCurrent
10/20/2025Longmont, CO
EPIQWEST CULVER WEALTH ADVISORS LLC
6/15/202010/22/2025Broomfield, CO
CULVER INVESTMENT COMPANY, LLC
7/25/200012/14/2020Broomfield, CO
CULVER AND COMPANY, INC.
7/27/200012/12/2005Broomfield, CO
CULVER AND COMPANY, INC.
8/12/200212/31/2002Boulder, CO
CULVER INVESTMENT COMPANY, LLC
7/25/200012/31/2002Boulder, CO

Official records & sources

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

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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. Mark Patrick Culver 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.

Mark Patrick Culver - Financial Advisor in Longmont, CO | AdvisorFinder