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 based in West Chester, Pennsylvania, working with Wealthcare Advisory Partners LLC. Mark has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Scottsdale Business Networking Group, Christopher Urness, Lpl Financial, LLC, and Wealthcare Advisory Partners LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Mark is part of Wealthcare Advisory Partners LLC, which operates out of West Chester, Pennsylvania. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$4,541,661,225

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

210

PA Average: 41
Total Number of Accounts

17,793

PA Average: 3,342
Average Account Size

$255,250

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

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Wealthcare Advisory Partners LLC

2013 - Present (11 years)

Christopher Urness

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

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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

Robin Walsh
Neptune, NJ
Mark Bredin
West Chester, PA
Christopher Holland
Harleysville, PA
Justin Vestri
West Chester, PA
Lisa Disney
Marietta, GA
Irma Hampton
Austin, TX
Michael Magee
West Chester, PA
Luke Shevlin
West Chester, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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