Paul
Culbertson

Allworth Financial, L.P

CRD#5417086
Investment Advisor
in Houston, TX

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About this Advisor

Paul Culbertson is a certified financial planner operating in Houston, Texas, with 3 years of relevant experience. Culbertson is currently employed by Allworth Financial, L.P. Their career trajectory has included roles at Spring Branch Isd, Katy Isd, Houston'S Restaurants, Allworth Financial, Houston Asset Management and Blue Sky Financial Planning. Culbertson can work in Texas. Allworth Financial, L.P is a financial advisory business that has its headquarters in Folsom, CA. The firm has offices in 26 locations and a total of 343 employees. It oversees $15 billion in assets among its 49,892 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 49,892 accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. Allworth Financial, L.P offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually vary depending on the services. However, fee types charged by Allworth Financial, L.P most likely include asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1800 West Loop South Suite 1980
Houston, TX 77027

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$14,880,814,526

TX Average: $7,578,581,321
Total Number of Employees

343

TX Average: 43
Total Number of Accounts

49,892

TX Average: 3,727
Average Account Size

$298,261

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Culbertson Work History

Paul has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Allworth Financial

2020 - 2020 (< 1 year)

Houston Asset Management

2019 - 2020 (1 year)

Blue Sky Financial Planning

2016 - 2020 (4 years)

Spring Branch Isd

2014 - 2016 (2 years)

Katy Isd

2013 - 2014 (1 year)

Houston'S Restaurants

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Culbertson 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 Allworth Financial, L.P

Bruce Killips
Sacramento, CA
Vincent Malinowski
Sacramento, CA
Sam Degreen
Scottsdale, AZ
Richard Oldham
Sacramento, CA
Eric Mann
Folsom, CA
Jodee Deutsch
Folsom, CA
Paul Culbertson
Houston, TX
Steven Hruby
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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