Mark FultonCRD Number: 5950525
Current Firm: Waddell & Reed
Mark Fulton (CRD# 5950525) is an Investment Advisor Representative working at Waddell & Reed in Peoria, AZ and has over 4 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Christopher Urness||Peoria, AZ||Apr 2013 - Current||3|
|Scottsdale Business Networking Group||Scottsdale, AZ||Sep 2012 - Current||4|
|Various Insurance Carriers For W & R Insurance Agencies||Glendale, AZ||May 2012 - Current||4|
|Waddell & Reed, Inc.||Peoria, AZ||Nov 2011 - Current||4|
|Bds Marketing/best Buy||Phoenix, AZ||Oct 2013 - Jan 2014||< 1|
|Bds Marketing/best Buy||Phoenix, AZ||Apr 2013 - Jul 2013||< 1|
|Unemployed||Maricopa, AZ||Feb 2011 - Nov 2011||< 1|
|Clickpoint Software||Scottsdale, AZ||Jul 2010 - Feb 2011||< 1|
|Bjorns Audio Video||San Antonio, TX||Apr 2009 - Jul 2010||1|
|Unemployed||San Antonio, TX||Jan 2009 - Apr 2009||< 1|
|Best Buy For Business||San Antonio, TX||Jul 2008 - Jan 2009||< 1|
|Conn's Appliances||San Antonio, TX||Mar 2007 - Jul 2008||1|
|Compusa||San Antonio, TX||Jan 2000 - Mar 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV