Alan N. Culbertson

A. N. CULBERTSON & COMPANY

Charlottesville, VA 22903-4612

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CRD#: 2313703

Professional summary

Alan Neil Culbertson, who also goes by Alan Neil Culbertonson, is a registered financial advisor currently at A. N. CULBERTSON & COMPANY, INC. located in Charlottesville, Virginia.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Alan has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alan Neil Culbertonson

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.

PRACTICE OF LAW.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Neil Culbertson'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

May 15, 1995 - Present

A. N. CULBERTSON & COMPANY, INC.

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

RIA

CRD#: 108341

Charlottesville, VA

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".

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
(10/27/2010)

IAR

Virginia
(5/15/1995)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/25/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 12/8/1994

Non-Member General Securities Examination

Current Firm

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

SEC notice filing (13 States and Territories)

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 Accounts	827
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.

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Alan N. Culbertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Neil Culbertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

A. N. CULBERTSON & COMPANY, INC.

Primary Firm SEC Registration

A. N. CULBERTSON & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/1993

Series 2

Date: 12/8/1994

Current Firm

A. N. CULBERTSON & COMPANY, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A. N. CULBERTSON & COMPANY, INC.

TRUST BUT VERIFY

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