Fullerton Advisors, LLC

Fullerton Advisors, LLC (CRD# 148880) is a financial advisory firm headquartered in Danville, CA. They manage $85,563,740 in 273 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
318 Diablo Road, Suite 260, Danville, CA 94526
http://www.fullertonadvisors.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $313,420
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fullerton Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nick Fullerton, financial advisor Alamo CA
Nick C. Fullerton
CRD#: 2515415
121 Dean Road, Alamo, CA 94507

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.

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.

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