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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Theodore Barth is an investment advisor representative at A. N. Culbertson & Company, Inc. Jeffrey has been with the firm since 1999. Jeffrey is registered in Virginia as an investment advisor representative. Jeffrey has passed the Uniform Investment Adviser Law Examination (Series 65). Jeffrey specializes in financial planning, portfolio management for individuals and other services.
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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VA
02/04/2000 - Present
A. N. Culbertson & Company, Inc. (CHARLOTTESVILLE VA)
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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