Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fulton is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Brian has been in the financial industry since 2000 and has experience with both individual and institutional clients. Brian has a strong background in portfolio management and financial planning. Brian has also worked with a variety of other firms, including PNC Investments, BBVA Securities Inc., and Merrill Lynch. Brian is licensed to provide investment advice in a number of states including Texas and Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/08/2023 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
08/17/2021 - 08/15/2023
PNC INVESTMENTS (Jacksonville FL)
FL
05/16/2013 - 08/17/2021
BBVA SECURITIES INC. (ST. AUGUSTINE FL)
FL
09/17/2004 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ST. JOHNS FL)
NY
07/25/2000 - 01/29/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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