Nathan Fulkman (CRD# 6233195) is an Investment Advisor Representative working at Mfa Wealth Advisors, LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mfa Wealth Advisors, LLC | Pittsburgh, PA | Jun 2021 - Current | 2 |
| Mass Mutual | Pittsburgh, PA | Jun 2021 - Current | 2 |
| Key Investment Services, LLC | Pepper Pike, OH | Dec 2016 - Jun 2021 | 4 |
| Keybank | Finleyville, PA | Dec 2016 - Jun 2021 | 4 |
| Key Investment Services LLC | Finleyville, PA | Sep 2016 - Dec 2016 | < 1 |
| Keybank | Pepper Pike, OH | Sep 2016 - Dec 2016 | < 1 |
| Lpl Financial LLC | Finleyville, PA | Jan 2014 - Sep 2016 | 2 |
| First Niagara Bank | Finleyville, PA | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- PA
-
Total Assets Under Management479MILLIONS
-
Total Number of Accounts2,214ACCOUNTS
-
Average Account Value$216,498
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MA, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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