Martin Culbertson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Greenville, SC, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
31 S Main Street, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin has 100% ownership in Culbertson YPW, LLC and 33% ownership in Yield Private Wealth, LLC. He also has 60% ownership with his spouse in Battery Creek at Berkeley, LLC, which holds real estate properties, and acts as power of attorney for his spouse; all activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Edward JonesBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations32 states
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