Nathan
Fulks
Efficient Advisors
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About this Advisor
Nathan Fulks is a financial advisor based in Matthews, North Carolina, working with Efficient Advisors. Nathan has previously held positions at Family Wealth Counselors Of The Carolinas, Inc, Liberty University, Academic Affairs For Athletics, Liberty, Massmutual Arch Advisory Group, Efficient Advisors, Independent Advisor Alliance, Lpl Financial, LLC, and Family Wealth Partners, LLC. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Nathan is part of Efficient Advisors, which operates out of Matthews, North Carolina. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Efficient Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Efficient Advisors Brokerage Details
$2,357,579,975
25
15,510
$152,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nathan Fulks Work History
Family Wealth Partners, LLC
Family Wealth Partners, LLC
Efficient Advisors
Independent Advisor Alliance
Lpl Financial, LLC
Family Wealth Counselors Of The Carolinas, Inc
Massmutual Arch Advisory Group
Academic Affairs For Athletics, Liberty
Liberty University
Disclosures
Please visit the SEC profile of Nathan Fulks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Efficient Advisors
Yardley, PA
Mason, OH
Matthews, NC
Cincinnati, OH
Scottsdale, AZ
Mason, OH
Durham, NC
Cincinnati, OH
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