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Alan Neil Culbertson

A. N. CULBERTSON & COMPANY, INC.·CHARLOTTESVILLE, Virginia
Series 2, Series 65Clean record31 years registeredA. N. CULBERTSON & COMPANY, INC.
ONE BOARS HEAD POINTE, CHARLOTTESVILLE, VA 22903-4612CRD# 2313703Firm CRD# 108341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Neil Culbertson · CHARLOTTESVILLE, VA
Registration
CRD #2313703 · A. N. CULBERTSON & COMPANY, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

A. N. CULBERTSON & COMPANY, INC.
May 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · May 15, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
A. N. CULBERTSON & COMPANY, INC.
CRD 108341 · SEC 801-43581
AUM
$611M
Regulatory assets under management
Employees
10
797 client accounts
Services offered by A. N. CULBERTSON & COMPANY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at A. N. CULBERTSON & COMPANY, INC. →
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05

Frequently Asked Questions

What services does Alan Neil Culbertson offer?
Alan Neil Culbertson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Alan Neil Culbertson's credentials?
Alan Neil Culbertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Neil Culbertson located?
Alan Neil Culbertson is based in CHARLOTTESVILLE, Virginia, working with A. N. CULBERTSON & COMPANY, INC.. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Alan Neil Culbertson charge for services?
Alan Neil Culbertson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A. N. CULBERTSON & COMPANY, INC.?
A. N. CULBERTSON & COMPANY, INC. has approximately 10 employees and manages $611M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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