Paul Culler, financial advisor Fairfax VA
76 score

Paul Culler

CRD Number: 1441493
Current Firm: Lincoln Financial Advisors Corporation

Paul Culler (CRD# 1441493) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfax, VA and has over 30 years of experience in the finance industry. Paul Culler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Fairfax, VA Nov 2014 - Current 2
Culler Witman Fin'l Advisors Fairfax, VA Jun 1996 - Current 20
#ia Culler, Witman Financial Advisors, I Fairfax, VA May 1996 - Nov 2014 18
Cadaret, Grant & Company, Inc. Fairfax, VA Feb 1990 - Nov 2014 24
Financial Services Advisory, Inc. Silver Spring, MD Jul 1995 - Jan 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jul 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Paul A. Culler
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
76

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