Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fulton is a financial advisor with Compton Wealth Advisory Group, LLC, and has been in the industry since 1998. Robert has experience working with high net worth individuals, corporations, and charitable organizations. He is a Certified Financial Planner® professional and holds multiple industry licenses, including Series 7, 6, 63, and 66. Robert provides financial planning, portfolio management, and selection of other advisors services to clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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VA
02/09/2024 - Present
Compton Wealth Advisory Group, LLC (VIRGINIA BEACH VA)
VA
10/12/2020 - 02/12/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
RI
01/08/2001 - 07/23/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
GA
08/11/2000 - 12/07/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
07/16/1998 - 07/20/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
01/27/1998 - 06/19/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 10/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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