Best Investors Account Sign in
Inactive

Roger Russell Fulton

A. N. Culbertson & Company, Inc.

Crozet, VA

Charlottesville, VA

CRD 5070028

Claim This Profile
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 2005-11-30
  • VA RA
    APPROVED
    Since 2005-11-30

Branch Locations

Crozet, VA • 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
Fulton & Lingle Charlottesville VA 01/1995 Present
A. N. Culbertson & Company, Inc. Charlottesville VA 11/2005 Present
Other Businesses

FULTON & LINGLE; NOT INVESTMENT RELATED; PARTNER; 01/1995; 95%; 100%, PUBLIC ACCOUNTING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-26
  • S65 Uniform Investment Adviser Law Examination
    2005-10-26

View on SEC IAPD

Nearby Firms

QUINN OPPORTUNITY PARTNERS
FACTOR CAPITAL MANAGEMENT LLC
ARROWROOT FAMILY OFFICE, LLC

Nearby Investors

ORMAN Lanier KIMBROUGH
GEORGE LATHAM PAYNE
MATTHEW BORLAND

Nearby Offices

QUINN OPPORTUNITY PARTNERS · CHARLOTTESVILLE, VA
FACTOR CAPITAL MANAGEMENT LLC · CHARLOTTESVILLE, VA
ARROWROOT FAMILY OFFICE, LLC · Charlottesville, VA

More in Crozet, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor