Managing Director-Investments at Culpepper•Jones Investment Group of Wells Fargo Advisors, LLC
Location:
Greenville, North Carolina Area
Industry:
Financial Services
Work:
Culpepper•Jones Investment Group of Wells Fargo Advisors, LLC since 1988
Managing Director-Investments
BB&T - Kinston, North Carolina 1964 - 1979
Senior Vice President
Education:
University of North Carolina at Chapel Hill
Bachelor of Science, Mathematics
Skills:
Retirement Planning Financial Planning Financial Management Stock Trading Financial Education Family Planning Series 7 Series 63 Annuities Long Term Care 401k IRAs Term Life Insurance
Honor & Awards:
- Accredited Money Manager (PIM)
- Barron's Top 25
- President’s Council Wells Fargo Advisors (top 1% in U.S.)
- 30 years in the business
- National Premier Advisor
- National Financial Advisor of the Year
Awards:
2012 Barron's Top 1000 Financial Advisor Barrons Barron's shines a spotlight on the nation's best financial advisers, whose skills are even more valuable in times like this 2011 Barron's Top 1000 Financial Advisor Barron's 2010 Barron's Top 1000 Financial Advisor Barron's 2009 Barron's Top 1000 Financial Advisor Barrron's 2012 Premier Advisor - President's Council Wells Fargo Advisors For the past 15 years, Andy Culpepper has been a member of this highly respected group at Wells Fargo Advisors. This distinction reflects his achievement of professional success through a high level of proficiency that is based on many factors, including production and client service.
Certifications:
Certified Private Wealth Advisor, Investment Management Consultants of America
Greenville, North Carolina Elizabeth City, North Carolina Wilson, North Carolina Statesville, North Carolina Kinston, North Carolina Chapel Hill, North Carolina
Work:
Culpepper Investment Group of Wells Fargo Advisors - Financial Quarterback advising individual and institutional clients BB&T Carolina Securities Wheat First Securities Hardy and Newsome Inc.
Education:
UNC Chapel Hill, US Naval Academy, College of the Albemarle
About:
One wife, three children, seven grandchildren. Work is my hobby.