Robert FultonCRD Number: 2971649
Current Firm: Signature Family Wealth Advisors
Robert Fulton (CRD# 2971649) is an Investment Advisor Representative working at Signature Family Wealth Advisors in Norfolk, VA and has over 19 years of experience in the finance industry. Robert Fulton 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.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Signature Financial Management, Inc.||Norfolk, VA||Aug 2008 - Current||8|
|Williams Mullen||Virginia Beach, VA||Aug 2007 - Aug 2008||1|
|University Of Richmond School Of Law||Richmond, VA||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Total Assets Under Management3,316MILLIONS
Total Number of Accounts1,024ACCOUNTS
Average Account Value$3,238,741
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
FL, IL, NY, TX, VA