Edward Fulbright, financial advisor Durham NC

Edward Fulbright

CRD Number: 1290317
Current Firm: Fulbright Financial Consulting, Pa

Edward Fulbright (CRD# 1290317) is an Investment Advisor Representative working at Fulbright Financial Consulting, Pa in Durham, NC and has over 31 years of experience in the finance industry.  He is a CPA and a Personal Financial Specialist.  He can assist you with Tax, Financial Planning and Investment Strategies to improve your lifestyle.

CONTACT
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Professional Designations
Company Name Location Dates Years
Fulbright Financial Consulting, Pa Durham, NC Jan 1995 - Current 29
Fulbright Financial Consulting, Pa Durham, NC Jan 1995 - Current 29
Fulbright & Fulbright, Cpa, Pa Durham, NC Jan 1986 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Edward D. Fulbright
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $250,556
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

NC, TX

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