Mark
Fulton

Wealthcare Advisory Partners LLC

CRD#5950525
Investment Advisor
in West Chester, PA

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About this Advisor

Mark Fulton is a financial advisor operating out of West Chester, Pennsylvania, with 6 years of relevant experience. Fulton works at Wealthcare Advisory Partners LLC. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Scottsdale Business Networking Group, Christopher Urness, Bds Marketing/Best Buy, Lpl Financial, LLC and Wealthcare Advisory Partners LLC. Fulton holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Wealthcare Advisory Partners LLC is a registered investment firm that has its headquarters in West Chester, PA. It has offices in 65 locations and a total of 187 people on staff. It has $4 billion in assets between its 16,562 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 28 charities and foundations. Of its 16,562 accounts, just 12% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. However, fees billed by Wealthcare Advisory Partners LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1065 Andrew Drive
West Chester, PA 19380

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Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$3,907,398,739

PA Average: $15,833,994,310
Total Number of Employees

187

PA Average: 41
Total Number of Accounts

16,562

PA Average: 3,342
Average Account Size

$235,926

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Fulton Work History

Mark has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Wealthcare Advisory Partners LLC

2013 - Present (11 years)

Christopher Urness

2013 - 2013 (< 1 year)

Bds Marketing/Best Buy

2013 - 2014 (1 year)

Bds Marketing/Best Buy

2012 - 2016 (4 years)

Various Insurance Carriers For W & R Insurance Agencies

2012 - 2015 (3 years)

Scottsdale Business Networking Group

2011 - 2016 (5 years)

Waddell & Reed, Inc

*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 Mark Fulton 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 Wealthcare Advisory Partners LLC

Jasmine Lambert
West Chester, PA
Christopher Underwood
West Chester, PA
Stephen Coffman
Crozet, VA
James Graves
West Chester, PA
Daniel Ascani
West Chester, PA
Anthony Tomash
Cedar Rapids, IA
Russell Reinhart
West Chester, PA
Lawrence Fisher
West Chester, 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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