Joseph Fulkerson, financial advisor Herndon VA

Joseph Fulkerson

CRD 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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Professional Designations
Company Name Location Dates Years
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
Contact Info for Joseph A. Fulkerson
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    18,110
    MILLIONS
  • Total Number of Accounts
    84,457
    ACCOUNTS
  • Average Account Value
    $214,423
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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