Daniel Fulfer (CRD# 5378468) is an Investment Advisor Representative working at Lpl Financial LLC in Colorado Springs, CO and has over 16 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Colorado Springs, CO | Jul 2021 - Current | 2 |
| Mountain Top Group LLC | Colorado Springs, CO | May 2017 - Current | 6 |
| Mountain Top Group | Colorado Springs, CO | May 2017 - Current | 6 |
| Special Olympics Colorado | Englewood, CO | Sep 2013 - Current | 10 |
| Waddell & Reed, Inc. | Colorado Springs, CO | Apr 2010 - Current | 14 |
| Various Insurance Carriers For W&r Insurance Agencies | Colorado Springs, CO | Apr 2010 - Current | 14 |
| Holy Apostles Catholic Church | Colorado Springs, CO | Sep 2013 - Nov 2020 | 7 |
| Djf Administration Limited | Colorado Springs, CO | Apr 2015 - Jul 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- CO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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