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Michael D. Fulford

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CRD#: 1836318
MF

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.

Michael Dean Fulford MR., who also goes by Michael Dean Fulford, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Dean Fulford

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

August 8, 2016 - February 21, 2017

MAGNUM FINANCIAL

RIA
CRD#: 152081
SONOMA, CA
Past

January 29, 2004 - May 3, 2004

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

October 22, 2001 - February 22, 2002

ESTREET SECURITIES, INC.

BD
CRD#: 42678
TEMPE, AZ
Past

March 13, 2000 - June 27, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

August 24, 1998 - January 27, 2000

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

August 1, 1997 - November 25, 1997

PACIFIC HARBOR SECURITIES, INC.

BD
CRD#: 8755
HIGHLAND, UT
Past

February 7, 1996 - September 30, 1996

G & W EQUITY SALES, INC.

BD
CRD#: 35356
INDIANAPOLIS, IN
Past

June 19, 1992 - March 10, 1993

CENTURY INVESTORS OF AMERICA, INC.

BD
CRD#: 5322
Past

August 19, 1991 - October 22, 1991

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

July 16, 1990 - October 11, 1990

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 16, 1990 - October 11, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 4, 1988 - July 10, 1990

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/15/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MF
MAGNUM FINANCIAL
BOSSIO, STEPHEN BRADLEY | MAGNUM FINANCIAL LLC | MAGNUM FINANCIAL

CRD#: 152081 / SEC#:

California
Registered Investment Advisory firm - (2/8/2010 Approved)
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Contact information


Main Address
Sonoma, CA
Mailing Address
P.o. Box 1726, Sonoma, CA 95476
Phone number
(707) 996-9664
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts73
AUM (Assets Under Management)$ 12,619,949

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.

Company Information


MAGNUM FINANCIAL

CRD#: 152081

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