Nicholas Fulcher, financial advisor Boise ID
90 score

Nicholas Fulcher

CRD Number: 6089187
Current Firm: The 401k Source, Inc.

Nicholas Fulcher (CRD# 6089187) is an Investment Advisor Representative working at The 401k Source, Inc. in Boise, ID and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The 401k Source Boise, ID Aug 2015 - Current 1
Pensionmark Financial Group, LLC Santa Barbara, CA Aug 2015 - Current 1
Thrivent Financial For Lutherans Appleton, WI Dec 2012 - Aug 2015 2
Thrivent Investment Management Inc. Meridian, ID Jul 2012 - Aug 2015 3
Thrivent Financial For Lutherans Appleton, WI Oct 2012 - Dec 2012 < 1
St. Luke's Regional Medical Center Boise, ID Aug 2007 - Sep 2012 5
Little Feet Taekwondo, Inc. Eagle, ID May 2003 - May 2011 8
Idaho State University Pocatello, ID May 2006 - Aug 2007 1
Home Depot Boise, ID Feb 2007 - Jun 2007 < 1
Target Boise, ID Oct 2006 - Jan 2007 < 1
Intermountain Gas Boise, ID Feb 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Nicholas A. Fulcher
Phone Number: 208-287-4400
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    70
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $388,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

ID

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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