Fulbright Financial Consulting, Pa

Fulbright Financial Consulting, Pa (CRD# 117891) is a financial advisory firm headquartered in Durham, NC. They manage $46,808,125 in 230 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Kitt Creek Office Park 5302 Nc Highway 55, Suite 104, Durham, NC 27713
http://www.moneyful.com/home.cfm
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $203,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Fulbright Financial Consulting, Pa
Showing 1 - 2 of 2 top financial advisors.
1
Edward Fulbright, financial advisor Durham NC
Edward D. Fulbright
CRD#: 1290317
Kitt Creek Office Park 5302 Nc Highway 55, Suite 104, Durham, NC 27713
100
Wealthminder
score

Edward Fulbright (CRD# 1290317) is an Investment Advisor Representative working at Fulbright Financial Consulting, Pa in Durham, NC and has over 31 years of experience in the finance industry.  He is a CPA and a Personal Financial Specialist.  He can assist you with Tax, Financial Planning and Investment Strategies to improve your lifestyle.

2
Curtis Byrd, financial advisor Durham NC
Curtis R. Byrd
CRD#: 6421634
Kitt Creek Office Park 5302 Nc Highway 55, Suite 104, Durham, NC 27713
90
Wealthminder
score

Curtis Byrd (CRD# 6421634) is an Investment Advisor Representative working at Fulbright Financial Consulting, Pa in Durham, NC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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