Joseph FulkersonCRD Number: 819913
Current Firm: Eagle Strategies LLC
Joseph Fulkerson (CRD# 819913) is an Investment Advisor Representative working at Eagle Strategies LLC in Herndon, VA and has over 37 years of experience in the finance industry. Joseph Fulkerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Eldenstreet Financial, Llc D.b.a. Eldenstreet Financial||Herndon, VA||Mar 2016 - Current||6|
|Nylife Securities Inc.||Vienna, VA||May 1976 - Current||46|
|New York Life Insurance Company||New York, NY||Dec 1972 - Current||49|
|Fulkerson Financial Group||Herndon, VA||Aug 2007 - Aug 2019||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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