Jeffrey Barth, financial advisor Charlottesville VA
93 score

Jeffrey Barth

CRD Number: 3119585
Current Firm: A. N. Culbertson & Company, Inc.

Jeffrey Barth (CRD# 3119585) is an Investment Advisor Representative working at A. N. Culbertson & Company, Inc. in Charlottesville, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
An Culbertson & Company Charlottesville, VA Dec 1999 - Current 17
University Of Virginia School Of Medicine Charlottesville, VA Oct 1980 - Current 36
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Jeffrey T. Barth
Phone Number: 434-972-7766
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    313
    MILLIONS
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $374,198
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, CO, MD, NC, NH, NY, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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