Nathan
Fulks

Efficient Advisors

CRD#6338435
Investment Advisor
in Matthews, NC

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About this Advisor

Nathan Fulks is a certified financial planner who works in Matthews, North Carolina who has 7 years of relevant experience. Fulks is currently employed by Efficient Advisors. During their career, Fulks has held roles at Family Wealth Counselors Of The Carolinas, Inc, Liberty University, Academic Affairs For Athletics, Liberty, Massmutual Arch Advisory Group, Jason Nichols Band - Liberty University, Efficient Advisors, Independent Advisor Alliance, Lpl Financial, LLC and Family Wealth Partners, LLC. Fulks maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Efficient Advisors is an advisory firm operating in Matthews, North Carolina. The firm has offices in three locations and a total of 25 people on staff. It controls $2 billion in assets across its 12,950 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 12,950 customer accounts, just 7% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the type of financial services provided. However, fees billed by Efficient Advisors most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2518-B Plantation Center Drive
Matthews, NC 28105

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Efficient Advisors Brokerage Details

Total Assets Under Management

$1,870,228,388

Total Number of Employees

25

Total Number of Accounts

12,950

Average Account Size

$144,419

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Fulks Work History

Nathan has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Family Wealth Partners, LLC

2019 - Present (5 years)

Family Wealth Partners, LLC

2016 - Present (8 years)

Independent Advisor Alliance

2016 - Present (8 years)

Lpl Financial, LLC

2016 - 2018 (2 years)

Efficient Advisors

2015 - 2018 (3 years)

Family Wealth Counselors Of The Carolinas, Inc

2014 - 2014 (< 1 year)

Massmutual Arch Advisory Group

2013 - 2015 (2 years)

Academic Affairs For Athletics, Liberty

2013 - 2013 (< 1 year)

Jason Nichols Band - Liberty University

2011 - 2015 (4 years)

Liberty University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

John Resnick
Mason, OH
Dawn Santoriello
Yardley, PA
Nathan Fulks
Matthews, NC
Jhon Khan
Cincinnati, OH
William Murray Ii
Scottsdale, AZ
Mark Zorko
Mason, OH
Marc Becker
Durham, NC
Timothy Chisholm
Newtown Square, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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