Thomas Fulfaro, financial advisor Nazareth PA
96 score

Thomas Fulfaro

CRD Number: 5418434
Current Firm: Transamerica Retirement Advisors, LLC

Thomas Fulfaro (CRD# 5418434) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Nazareth, PA and has over 10 years of experience in the finance industry. Thomas Fulfaro 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Transamerica Investors Securities Corporation Nazareth, PA Feb 2018 - Current < 1
Transamerica Retirement Solutions Nazareth, PA Feb 2018 - Current < 1
Guardian Life Insurance Company Bethlehem, PA Sep 2013 - Feb 2018 4
Park Avenue Securities Bethlehem, PA Sep 2013 - Jan 2018 4
Massmutual Life Insurance Company Center Valley, PA Mar 2001 - Sep 2013 12
Mml Investors Services Inc. Center Valley, PA Mar 2001 - Sep 2013 12
Merrill Lynch Hopewell, NJ Mar 2009 - Feb 2010 < 1
Ubs Financial Services Bethlehem, PA Oct 2008 - Mar 2009 < 1
Ubs Financial Services Bethlehem, PA Aug 2007 - Oct 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Thomas P. Fulfaro
Phone Number: 866-368-0566
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,803
    MILLIONS
  • Total Number of Accounts
    24,276
    ACCOUNTS
  • Average Account Value
    $156,655
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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