John Fulton JrCRD Number: 5365066
Current Firm: Neuberger Berman LLC
John Fulton Jr (CRD# 5365066) is an Investment Advisor Representative working at Neuberger Berman LLC in New York, NY and has over 10 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Neuberger Berman LLC||New York, NY||Feb 2014 - Current||3|
|Ameritas Investment Corp||Lincoln, NE||Sep 2013 - Feb 2014||< 1|
|Dipaola Financial Group||Melville, NY||Jun 2013 - Feb 2014||< 1|
|Ameritas Life Insurance Corp Of Ny||New York, NY||Jun 2013 - Feb 2014||< 1|
|Unemployed||Huntington, NY||Jan 2013 - Jun 2013||< 1|
|First Empire Securities||Hauppauge, NY||Jun 2012 - Jan 2013||< 1|
|Metlife Securities||Garden City, NY||Jun 2009 - Jun 2012||3|
|Unemployed||Huntington, NY||Mar 2009 - Jun 2009||< 1|
|National Securities Corporation||New York, NY||Aug 2008 - Mar 2009||< 1|
|Casimir Capital LP||New York, NY||Jun 2007 - Jul 2008||1|
|Gettysburg College||Gettsburg, PA||Sep 2004 - May 2007||2|
|Sportshet New York||New York, NY||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Sep 2007|
Total Assets Under Management52,626MILLIONS
Total Number of Accounts40,700ACCOUNTS
Average Account Value$1,293,032
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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