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BC

Barbara A. Culver

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CRD#: 710021
BC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barbara Ann Culver, who also goes by Barb Culver, Barbara Ann Kalbfleisch, was a registered financial professional .

Barbara is a previously registered financial professional and started their career in finance in 1980. Barbara had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barb Culver | Barbara Ann Kalbfleisch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 31, 2008 - November 2, 2019

RESONATE ADVISORS, INC.

RIA
CRD#: 120941
CINCINNATI, OH
Past

October 3, 2007 - February 19, 2020

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
Cincinnati, OH
Past

October 1, 2007 - February 19, 2020

VALMARK SECURITIES, INC.

BD
CRD#: 31243
Cincinnati, OH
Past

January 1, 2004 - October 1, 2007

CETERA ADVISORS LLC

RIA
CRD#: 10299
CINCINNATI, OH
Past

January 1, 2004 - October 1, 2007

CETERA ADVISORS LLC

BD
CRD#: 10299
CINCINNATI, OH
Past

December 7, 1999 - January 1, 2004

VESTAX SECURITIES CORPORATION

RIA
CRD#: 10332
HUDSON, OH
Past

July 7, 1997 - December 15, 2004

RESONATE ADVISORS, INC.

RIA
CRD#: 120941
CINCINNATI, OH
Past

April 10, 1989 - May 15, 1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 10, 1989 - May 15, 1992

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 21, 1986 - January 1, 2004

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

October 30, 1985 - August 26, 1986

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
Past

October 20, 1983 - September 20, 1985

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

October 20, 1983 - September 20, 1985

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

June 17, 1980 - August 6, 1984

VP DISTRIBUTORS LLC

BD
CRD#: 3036

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/30/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/9/1980
Registered Representative Examination

Current Firm


RA
RESONATE ADVISORS, INC.
RESONATE ADVISORS, INC. | RESONATE, INC.

CRD#: 120941 / SEC#: 801-68713

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Contact information


Main Address
4605 East Galbraith Road Suite 200, Cincinnati, OH 45236
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RESONATE ADVISORS, INC.

CRD#: 120941

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