Edward R. Fullerton

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CRD#: 1218058

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward Ray Fullerton was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1983. Edward had worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 11, 2021 - January 31, 2025

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

HOUSTON, TX

Past

January 2, 2004 - December 31, 2020

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

HOUSTON, TX

Past

June 13, 1994 - February 3, 1997

PROSPERA FINANCIAL SERVICES, INC.

CRD#: 10740

DALLAS, TX

Past

October 3, 1991 - June 15, 1994

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

February 10, 1989 - November 1, 1989

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

February 10, 1989 - November 14, 1989

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

December 21, 1983 - January 10, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/16/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

Current Firm

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 Approved)

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Contact information

Main Address

1333 West Loop South Suite 1500, Houston, TX 77027

Mailing Address

Phone number

(713) 840-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LINSCOMB WEALTH FORM ADV PART 2A BROCHURE ANNUAL AMENDMENT (3/24/2025)

Regulatory assets under management

Total Number of Accounts	4,814
AUM (Assets Under Management)	$ 4,566,838,983

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/20/2024	Cover Page	Report
01/24/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Edward R. Fullerton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LINSCOMB WEALTH, INC.

PROSPERA FINANCIAL SERVICES, INC.

MOMENTUM INDEPENDENT NETWORK INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

LINSCOMB WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/16/1984

Series 7

Date: 12/17/1983

Current Firm

LINSCOMB WEALTH, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LINSCOMB WEALTH, INC.

TRUST BUT VERIFY

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