Nathan Fulks (CRD# 6338435) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 7 years of experience in the finance industry. Nathan Fulks 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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Wealth Partners, LLC | Matthews, NC | Jan 2022 - Current | 2 |
| Family Wealth Partners, LLC | Matthews, NC | Jan 2019 - Current | 5 |
| Independent Advisor Alliance | Matthews, NC | Sep 2016 - Jan 2022 | 5 |
| Lpl Financial, LLC | Matthews, NC | Sep 2016 - Jan 2022 | 5 |
| Efficient Advisors | Philadelphia, PA | May 2016 - Jan 2018 | 1 |
| Family Wealth Counselors Of The Carolinas, Inc. | Matthews, NC | Jun 2015 - Jan 2018 | 2 |
| Academic Affairs For Athletics, Liberty | Lynchburg, VA | Feb 2013 - May 2015 | 2 |
| Liberty University | Lynchburg, VA | Aug 2011 - May 2015 | 3 |
| Massmutual Arch Advisory Group | Peachtree City, GA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- NC
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Total Assets Under Management2,358MILLIONS
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Total Number of Accounts15,510ACCOUNTS
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Average Account Value$152,004
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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