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Mark Andrew Fulton

Wealthcare Advisory Partners LLC

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About Mark Andrew Fulton

Mark Andrew Fulton is a financial advisor registered with Wealthcare Advisory Partners LLC and has been in the industry since April 2012. Mark Andrew Fulton holds a Series 63 and Series 65 license and a Series 7 license, allowing Mark Andrew Fulton to provide a range of financial services to individuals, families, and businesses. Mark Andrew Fulton has extensive experience working with high net worth individuals, charitable organizations, and pension and profit-sharing plans. Mark Andrew Fulton also provides financial planning services, including portfolio management and investment advice.

Firm Information

Mark Fulton is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Fulton’s Registration & Firm History

PA

03/29/2018 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

AZ

05/01/2012 - 02/06/2016

WADDELL & REED (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 03/22/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Andrew Fulton. Review regulatory record here.
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