John FulbrightCRD Number: 6326464
Current Firm: Morgan Stanley
John Fulbright (CRD# 6326464) is an Investment Advisor Representative working at Morgan Stanley in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Morgan Stanley Private Bank, N.a.||New York, NY||Apr 2016 - Current||1|
|Morgan Stanley Smith Barney LLC||Orlando, FL||Mar 2016 - Current||1|
|Bank Of America, N.a.||Orlando, FL||Sep 2014 - Mar 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Apr 2014 - Mar 2016||1|
|Suntrust Mortgage||Orlando, FL||Mar 2014 - Apr 2014||< 1|
|Westgate Resorts||Orlando, FL||Dec 2012 - Apr 2014||1|
|Orange Lake Resort||Orlando, FL||Apr 2012 - Dec 2012||< 1|
|Westgate Resorts||Orlando, FL||Apr 2010 - Apr 2012||2|
|Wyndham Worldwide||Orlando, FL||Jan 2010 - Apr 2010||< 1|
|Rbc Bank||Orlando, FL||Dec 2009 - Jan 2010||< 1|
|Fifth Third Bank||Orlando, FL||Jan 2009 - Dec 2009||< 1|
|Suntrust Mortgage||Orlando, FL||Jan 2007 - Jan 2009||2|
|Wachovia Mortgage Corp.||Orlando, FL||Jul 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV