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George L. Payne

A. N. CULBERTSON & COMPANY
Charlottesville, VA 22903-4612
Some features on this profile are disabled
CRD#: 4361477
GP

Professional summary

George Latham Payne JR., who also goes by George Latham Payne, 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 1999. George has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

George Latham Payne

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 Latham Payne 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

August 19, 1999 - 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".
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
(7/31/2015)
IAR
Virginia
(8/19/1999)

Exams

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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