RF
Robert J. Fulton
COMPTON WEALTH ADVISORY GROUP
VIRGINIA BEACH, VA 23462
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CRD#: 2971649
RF
Professional summary
Robert Justin Fulton, CFP®, who also goes by Justin Fulton, R J. Fulton, R Justin Fulton, Robert J Fulton, is a registered financial advisor currently at COMPTON WEALTH ADVISORY GROUP, LLC located in Virginia Beach, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 10 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Fulton | R J. Fulton | R Justin Fulton | Robert J Fulton
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.
For profit or not for profit: Non-Profit Organization, Name of outside business organization: Children's Health System Board, Investment related: N, Address of business: 601 Children's Lane, Norfolk, Virginia 23507, Nature of business: Charitable Organization, Position, title, association: Board of Directors, Start date of relationship: 7/1/2015, Number of hours devoted: 3 hour(s) Monthly, Number of hours devoted during trading hours: 3, Duties: I serve on the managing board that serves the Children's Hospital of the Kings Daughters in Norfolk, Virginia. It is a children's hospital serving pediatric patients and it is a non-profit entity. For profit or not for profit: Non-Profit Organization, Name of outside business organization: Virginia Beach Neptune Festival, Investment related: No, Address of business: 265 Kings Grant Road, Virginia Beach, Virginia 23452, Nature of business: City Festival - Nonprofit, Compensation for Activity: None, Position, title, association: Director, Start date of relationship: 1/1/2019 Number of hours devoted: 1 hour(s) Monthly, Number of hours devoted during trading hours: 1, Duties: I serve on the board of directors and the executive committee of this non-profit in Virginia Beach. This non-profit puts on an annual festival to promote the City of Virginia Beach. For profit or not for profit: Non-Profit Organization, Name of outside business organization: First Presbyterian Church Virginia Beach, Investment related: No, Address of business: 300 36th Street, Virginia Beach, Virginia 23451, Nature of business: Church, Compensation for Activity: 0, Position, title, association: Elder, Start date of relationship: 1/1/2019, Number of hours devoted: 4 hour(s) Monthly, Number of hours devoted during trading hours: 0, Duties: Member of Session (Church Board of Directors).
CRS (Client Relationship Summary) - RIA
Click below to view Robert Justin Fulton'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®
Experience
Current
February 9, 2024 - Present
COMPTON WEALTH ADVISORY GROUP, LLC
Office #1: 1 Columbus Center 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462RIA
CRD#: 281732
VIRGINIA BEACH, VA
Past
October 12, 2020 - February 12, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NORFOLK, VA
Past
October 8, 2020 - February 12, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NORFOLK, VA
Past
March 13, 2019 - September 28, 2020
TONER ASSET MANAGEMENT GROUP, INC.
RIA
CRD#: 120640
VIRGINIA BEACH, VA
Past
April 24, 2018 - March 4, 2019
ADVICEPERIOD, LLC
RIA
CRD#: 169828
VIRGINIA BEACH, VA
Past
November 14, 2008 - March 2, 2018
BROWN ADVISORY
RIA
CRD#: 106375
NORFOLK, VA
Past
April 9, 2001 - July 23, 2004
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MCLEAN, VA
Past
January 8, 2001 - July 23, 2004
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
August 11, 2000 - December 7, 2000
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
July 16, 1998 - July 20, 1999
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
January 27, 1998 - June 19, 1998
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
CW
COMPTON WEALTH ADVISORY GROUP, LLC
COMPTON MCCULLEY & CO., LLC | COMPTON WEALTH ADVISORY GROUP, LLC
CRD#: 281732 / SEC#: 801-107239
RIA
Registered Investment Advisory firm - (4/1/2016 Approved)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
Texas(11/7/2024)
IAR
Virginia(2/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/12/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
COMPTON WEALTH ADVISORY GROUP, LLC
COMPTON MCCULLEY & CO., LLC | COMPTON WEALTH ADVISORY GROUP, LLC
CRD#: 281732 / SEC#: 801-107239
RIA
Registered Investment Advisory firm - (4/1/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Columbus Center 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462
Mailing Address
Phone number
(757) 351-0741
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 720,063,815 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COMPTON WEALTH ADVISORY GROUP, LLC
CRD#: 281732Virginia Beach, VA 23462TRUST BUT VERIFY
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