Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Fullerton is a financial professional with over 30 years of experience in the financial services industry. Kevin currently works with Money Concepts Capital Corp. and has held prior positions at Essex Securities LLC, Investors Capital Corp., Walnut Street Securities, Inc., North American Management, Inc., and First American National Securities, Inc. Kevin is a licensed investment advisor and holds several financial licenses including Series 7, 6, 26, and 63. Kevin is dedicated to providing financial advice to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
10/15/2014 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
NJ
01/01/2010 - 10/27/2014
ESSEX SECURITIES LLC (COLUMBUS NJ)
NJ
01/03/1997 - 01/01/2010
INVESTORS CAPITAL CORP. (COLUMBUS NJ)
CA
06/01/1996 - 12/31/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
05/03/1991 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
11/04/1987 - 03/01/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 07/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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