Heather Fulton, financial advisor Camas WA
88 score

Heather Fulton

CRD Number: 6343809
Current Firm: Fisher Investments

Heather Fulton (CRD# 6343809) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA May 2014 - Current 2
Unemployment Springfield, MO Jan 2014 - May 2014 < 1
Trust Company-ozarks Srprinfield, MO Aug 2010 - Jan 2014 3
Missouri State University Sprinfield, MO Aug 2008 - Dec 2010 2
Pelham Country Club Pelham, NY Jun 2008 - Aug 2008 < 1
Virginia Tech Blacksburg, VA Aug 2006 - May 2008 1
Missouri Athletic Club Chesterfield, MO May 2005 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Heather E. Fulton
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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