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Allison Sims Linney

Investment adviser representative at A. N. Culbertson & Company, Inc.
26 yearsExperience
1 stateRegistered in
$817.8MFirm assets
33 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

26 years in the industry.

  1. A. N. Culbertson & Company, Inc.Jun 2003 to now
  2. An Culbertson & Co.Jun 2003 to now
  3. Allison PartnersJan 2000 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 1 state (VA).

A. N. Culbertson & Company, Inc.

$817.8MAssets managed
315Clients
7Advisers
33 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4681648
Firm CRD
108341
Advisor's SEC record (opens in a new tab)
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