Dana Kulp is a CFP-designated registered investment advisor, based in Malvern, PA, with 14 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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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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Current Registrations
Vanguard Marketing CorporationBroker
August 2025 - Present · 11 mos
Vanguard Advisers, INC.
August 2025 - Present · 11 mos
Vanguard Marketing Corporation
August 2025 - Present · 11 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - June 2025 · 3 mos
Fidelity Personal and Workplace Advisors
November 2018 - March 2025 · 6 yrs 4 mos
Fidelity Brokerage Services LLCBroker
September 2018 - June 2025 · 6 yrs 9 mos
Aon Benfield Securities, INC.Broker
December 2005 - May 2010 · 4 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
August 2004 - October 2005 · 1 yr 2 mos
Lincoln Financial Advisors CorporationBroker
August 2004 - October 2005 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
May 2003 - July 2004 · 1 yr 2 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.