Robert
Fulton
Compton Wealth Advisory Group, LLC
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About this Advisor
Robert Fulton is a financial advisor based in Virginia Beach, Virginia, working with Compton Wealth Advisory Group, LLC. Robert has previously held positions at Toner Asset Management Group, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Compton Wealth Advisory Group, LLC, Bank Of America, N.A, Signature Financial Management Inc, and Adviceperiod, LLC. Robert has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Robert is part of Compton Wealth Advisory Group, LLC, which operates out of Virginia Beach, Virginia. The firm has 9 employees and manages assets totaling $637.2 million. The firm 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, pension consulting services, and selection of other advisers. The fee structure at Compton Wealth Advisory Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compton Wealth Advisory Group, LLC Brokerage Details
$637,181,649
9
444
$1,435,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Fulton Work History
Compton Wealth Advisory Group, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Toner Asset Management Group, Inc
Adviceperiod, LLC
Signature Financial Management Inc
Disclosures
Please visit the SEC profile of Robert 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 Compton Wealth Advisory Group, LLC
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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