Timothy Fulton, financial advisor Yarmouth ME
93 score

Timothy Fulton

CRD Number: 3115902
Current Firm: Lpl Financial LLC

Timothy Fulton (CRD# 3115902) is an Investment Advisor Representative working at Lpl Financial LLC in Yarmouth, ME and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Yarmouth, ME Sep 2008 - Current 8
Royal Alliance Associates, Inc. Gorham, ME Jan 2008 - Sep 2008 < 1
Adp South Portland, ME Jan 2005 - Dec 2007 2
Adp Broker Dealer Portland, ME Mar 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Timothy W. Fulton
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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