Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Culbertson is an investment advisor representative for A. N. Culbertson & Company, Inc.. Alan is a registered investment advisor representative in Virginia and Texas and holds Series 2 and Series 65 licenses. Alan specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alan has over 30 years of experience in the investment industry, having started his career in 1992.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Profit sharing plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
VA
05/15/1995 - Present
A. N. Culbertson & Company, Inc. (CHARLOTTESVILLE VA)
IA
Issued 01/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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