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Employer firm

A. N. Culbertson & Company, Inc. CRD 108341

$818M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • PROFIT SHARING PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
A. N. Culbertson & Company, Inc.

One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2003-06-30
  • VA RA
    APPROVED
    Since 2003-06-30

Branch Locations

105 Monticello Ave Ste 201, Charlottesville, VA 22902 • United States

One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
An Culbertson & Co. Charlottesville VA 06/2003 Present
Allison Partners Charlottesville VA 01/2000 Present
  • 06/2003 → Present
    An Culbertson & Co.
    Charlottesville, VA
  • 01/2000 → Present
    Allison Partners
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-12
  • S65 Uniform Investment Adviser Law Examination
    2003-05-12

View on SEC IAPD

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