Robert Fulton (CRD# 2971649) is an Investment Advisor Representative working at Compton Wealth Advisory Group, LLC in Virginia Beach, VA and has over 23 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.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compton Wealth Advisory Group, LLC | Virginia Beach, VA | Feb 2024 - Current | < 1 |
| Bank Of America, N.a. | Virginia Beach, VA | Jan 2021 - Feb 2024 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach, VA | Sep 2020 - Feb 2024 | 3 |
| Toner Asset Management Group, Inc. | Virginia Beach, VA | Mar 2019 - Sep 2020 | 1 |
| Adviceperiod, LLC | Virginia Beach, VA | Mar 2018 - Feb 2019 | < 1 |
| Signature Financial Management Inc. | Norfolk, VA | Aug 2008 - Mar 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- VA
-
Total Assets Under Management637MILLIONS
-
Total Number of Accounts444ACCOUNTS
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Average Account Value$1,435,094
- 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
- Selection of other advisers (including private fund managers)
NC, TX, VA
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