Invested Better
Unclaimed

Unclaimed

Unclaimed

Roger Russell Fulton

A. N. Culbertson & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roger? Claim Your Profile

About Roger Russell Fulton

Roger Russell Fulton is an Investment Advisor Representative associated with A. N. Culbertson & Company, Inc. and is registered with Virginia. Roger has been in the industry since January of 1995 and has a Series 65 license. Roger Fulton is a partner at FULTON & LINGLE, a public accounting firm. Roger is also affiliated with A. N. Culbertson & Company, Inc. and specializes in financial planning, portfolio management for individuals, and profit-sharing plans.

Firm Information

Roger Fulton 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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roger Fulton’s Registration & Firm History

VA

11/30/2005 - Present

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

Not sure if Roger Russell Fulton is right for you?

Licenses & Designations

IA

Issued 10/26/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Russell Fulton.
Not sure if Roger Russell Fulton is right for you?