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GK

George H. Kidder

A. N. CULBERTSON & COMPANY
Charlottesville, VA 22903-4612
Some features on this profile are disabled
CRD#: 2181865
GK

Professional summary


George Howell Kidder JR, who also goes by George Kidder, is a registered financial advisor currently at A. N. CULBERTSON & COMPANY, INC. located in Charlottesville, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. George has worked at 2 firms and has passed the Series 65, Series 63 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


George Kidder

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view George Howell Kidder JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 4, 2003 - Present

A. N. CULBERTSON & COMPANY, INC.

Office #1: One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612
RIA
CRD#: 108341
Charlottesville, VA
Past

June 26, 1998 - December 2, 2002

BEACON ASSET MANAGEMENT

RIA
CRD#: 108684
BOSTON, MA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AN
A. N. CULBERTSON & COMPANY, INC.
A. N. CULBERTSON & COMPANY, INC. | CULBERTSON A N & CO INC. | CULBERTSON A N & CO INC

CRD#: 108341 / SEC#: 801-43581

RIA
Registered Investment Advisory firm - (4/8/1993 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/18/2021)
IAR
Virginia
(3/4/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/8/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/20/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 3/13/1992
Non-Member General Securities Examination

Current Firm


AN
A. N. CULBERTSON & COMPANY, INC.
A. N. CULBERTSON & COMPANY, INC. | CULBERTSON A N & CO INC. | CULBERTSON A N & CO INC

CRD#: 108341 / SEC#: 801-43581

RIA
Registered Investment Advisory firm - (4/8/1993 Approved)
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Contact information


Main Address
One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612
Mailing Address
Phone number
(434) 972-7766
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (13 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

A.N. CULBERTSON & COMPANY, INC. (2/10/2025)

Regulatory assets under management


Total Number of Accounts827
AUM (Assets Under Management)$ 704,356,347

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


A. N. CULBERTSON & COMPANY, INC.

CRD#: 108341Charlottesville, VA 22903-4612

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