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Buddy Fulton

18 Years of Experience
Altoona, PA
BrokerSells Insurance

Buddy Fulton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Altoona, PA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3018 Plesant Valley Blvd, Altoona, PA, 16602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Buddy works as a financial advisor for Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to each. He also works as an agent for Specific Solutions, selling life insurance, annuities, and long-term care insurance a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2016 - Present · 9 yrs 5 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Princor Financial Services CorporationBroker
March 1994 - August 1996 · 2 yrs 5 mos
Pruco Securities CorporationBroker
July 1987 - October 1993 · 6 yrs 3 mos
State Registrations25 states
ALAZCACOCTFLGAHIKYMDNCNHNJNMNYOHOKORPASCTXVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Buddy Fulton - Financial Advisor | TrueAdvisor