Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Culbert? Claim Your ProfileCulbert McSween McLean has been in the financial services industry since 2003 and has been a Registered Representative with LPL Financial LLC since 2008. Culbert holds Series 7 and 66 securities licenses, and also holds the Series 63 and Series 65 licenses for investment advisor representatives. Culbert has a long history of serving clients in the Lumberton, NC area and also serves clients in other states. Culbert is a managing partner in S. Preston Douglas & Associates, LLP, a Certified Public Accountancy firm, and spends the majority of his time focused on income tax preparation and planning, accounting, audit, and bookkeeping. Culbert is also involved with community, civic and charitable work.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
02/11/2008 - Present
LPL Financial LLC (LUMBERTON NC)
NC
08/16/2004 - 02/06/2008
H.D. VEST INVESTMENT SERVICES (LUMBERTON NC)
IN
01/17/2003 - 08/27/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 02/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Culbert McLean is the right advisor for you? Invested Better is here to help.
