Robert
Culberson
Onedigital Investment Advisors
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About this Advisor
Robert Culberson is a financial advisor based in Orlando, Florida, working with Onedigital Investment Advisors. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Ppr Talent Management Group, Winn-Dixie, Walgreens, Advantage Sales And Marketing, University Of North Florida, Fidelity Brokerage Services LLC, Fisher Investments, and Resources Investment Advisors, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of Onedigital Investment Advisors, which operates out of Orlando, Florida. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Culberson Work History
Resources Investment Advisors, LLC
Fisher Investments
Fidelity Brokerage Services LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Unemployed - Completing Onboarding Process For Merrill Lynch
Ppr Talent Mangement Group
Unemployed - College Student At The University Of North Florida
Winn-Dixie
Unemployed - College Student At The University Of North Florida
Walgreens
Unemployed - College Student At The University Of North Florida
Advantage Sales And Marketing
Unemployed - College Student At The University Of North Florida
University Of North Florida
Disclosures
Please visit the SEC profile of Robert Culberson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Overland Park, KS
Solvang, CA
Knoxville, TN
Round Rock, TX
Overland Park, KS
Centennial, CO
Danvers, MA
Overland Park, KS
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