Fullerton Advisors, LLC
Fullerton Advisors, LLC (CRD# 148880) is a financial advisory firm headquartered in San Ramon, CA. They manage $56,742,667 in 231 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management57MILLION
Total Number of Accounts231ACCOUNTS
Average Account Value$245,639
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nicholas Fullerton (CRD# 2515415) is an Investment Advisor Representative working at Fullerton Advisors, LLC in San Ramon, CA and has 7 years of experience in the finance industry. Nicholas Fullerton 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 putclients' interests first and comply with the Financial Planning Practice Standards.