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RF

Robert J. Fulton

COMPTON WEALTH ADVISORY GROUP
VIRGINIA BEACH, VA 23462
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Justin Fulton's CRS (Customer Relationship Summary).
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®
CFP®

Experience


Current

February 9, 2024 - Present

COMPTON WEALTH ADVISORY GROUP, LLC

Office #1: 1 Columbus Center 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462
RIA
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
RR
Series 63
Date: 10/16/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/21/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/12/2020
General Securities Representative Examination
General 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPTON WEALTH ADVISORY GROUP ADV PART 2A 3.26.25 (3/26/2025)

Regulatory assets under management


Total Number of Accounts507
AUM (Assets Under Management)$ 720,063,815

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


COMPTON WEALTH ADVISORY GROUP, LLC

CRD#: 281732Virginia Beach, VA 23462

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