Edward D. Fulbright

FULBRIGHT FINANCIAL CONSULTING, PA

Durham, NC 27713

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CRD#: 1290317

Professional summary

Edward Dana Fulbright, who also goes by Ed Fulbright, Eddie Fulbright, is a registered financial advisor currently at FULBRIGHT FINANCIAL CONSULTING, PA located in Durham, North Carolina.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Edward has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Biography

Ed takes you to the next level by challenging you to discover what you really want your life and money to stand for, helping you to understand “how much is enough,” to achieve your goals and align your investments appropriately. Ed helps you develop a plan that reflects who you truly are to obtain the peace of you mind you want and deserve.

Question & Answer

What are your service offerings?

Comprehensive holistic financi...

education

business

retirement

risk management

estate

investment planning & manageme...

Quicken

recordkeeping and any special ...

and education and client input...

Do you have an area of expertise or specialization?

Business Owners

Investment Advice with Ongoing...

Middle Income Client Needs

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Ed Fulbright | Eddie Fulbright

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.

Mr. Edward Fulbright handles accounting, taxes and management consulting in his CPA firm, Fulbright & Fulbright, CPA, PA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Dana Fulbright's CRS (Customer Relationship Summary).

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

Current

January 26, 2016 - Present

FULBRIGHT FINANCIAL CONSULTING, PA

Office #1: Kitt Creek Office Park 5302 Nc Highway 55 Suite 104, Durham, NC 27713

RIA

CRD#: 117891

Durham, NC

Past

August 21, 1984 - July 5, 1985

WADDELL & REED

CRD#: 866

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/26/2016)

IAR

Texas
(1/28/2016)

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: 8/31/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/1984

General Securities Representative Examination

Current Firm

FULBRIGHT FINANCIAL CONSULTING, PA

CRD#: 117891 / SEC#:

North Carolina

Registered Investment Advisory firm - (1/16/2001 Approved)

Texas

Registered Investment Advisory firm - (1/28/2016 Conditional Restricted)

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Contact information

Main Address

Kitt Creek Office Park 5302 Nc Highway 55 Suite 104, Durham, NC 27713

Mailing Address

Phone number

(919) 544-0398

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	244
AUM (Assets Under Management)	$ 64,750,217

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.

Contact information

(xxx) xxx-xxxx

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Edward D. Fulbright

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Dana Fulbright's CRS (Customer Relationship Summary).

Certified licenses

Experience

FULBRIGHT FINANCIAL CONSULTING, PA

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 63

Date: 8/31/1984

Series 7

Date: 8/18/1984

Current Firm

FULBRIGHT FINANCIAL CONSULTING, PA

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FULBRIGHT FINANCIAL CONSULTING, PA

TRUST BUT VERIFY

Contact information

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