Eric
Veve
Epiqwest Culver Wealth Advisors LLC
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About this Advisor
Eric Veve is a financial advisor based in Broomfield, Colorado who has 3 years of relevant experience. Veve is currently employed by Epiqwest Culver Wealth Advisors LLC. During their career, the advisor has held roles at Centaurus Financial Inc, Epiqwest Investment Corp, American Portfolios Financial Services, Inc, Epiqwest Culver Wealth Advisors LLC, Epiqwest Financial Corp, The Asset Exchange and Asset Advisors Corp. Veve holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Epiqwest Culver Wealth Advisors LLC is an advisory company based in Broomfield, CO. It oversees $205 million in assets across its 562 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 562 accounts, 37% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely are based on which services are provided. Fees billed by Epiqwest Culver Wealth Advisors LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Epiqwest Culver Wealth Advisors LLC Brokerage Details
$205,065,376
12
562
$364,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Veve Work History
Eric has been registered as a financial advisor for 3 years.*
Epiqwest Culver Wealth Advisors LLC
Asset Advisors Corp
The Asset Exchange
American Portfolios Financial Services, Inc
Centaurus Financial Inc
Epiqwest Investment Corp
Epiqwest Financial Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Veve to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Epiqwest Culver Wealth Advisors LLC
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
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