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Allison Sims Linney

A. N. Culbertson & Company, Inc.

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About Allison Sims Linney

Allison Sims Linney is a registered Investment Advisor Representative with A. N. Culbertson & Company, Inc. Allison has been in the industry since January 2000 and has been with A. N. Culbertson & Company, Inc. since June 2003. Allison is licensed to provide investment advice in Virginia. Allison specializes in Financial Planning, Portfolio Management for Individuals, and Profit Sharing Plans.

Firm Information

Allison Linney is currently registered with A. N. Culbertson & Company, Inc.. A. N. Culbertson & Company, Inc. is an investment advisor located in Charlottesville, Virginia, with approximately $704 million in assets under management. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans.
A. N. Culbertson & Company, Inc.

ONE BOARS HEAD POINTE

CHARLOTTESVILLE, VA 22903-4612

$704.36M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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profit sharing plans

Profit sharing plans

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allison Linney’s Registration & Firm History

VA

06/30/2003 - Present

A. N. Culbertson & Company, Inc. (CHARLOTTESVILLE VA)

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Licenses & Designations

IA

Issued 05/12/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Sims Linney.
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