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David R. Fulkerson

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CRD#: 4776011
DF

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.

David R. Fulkerson was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2004. David had worked at 2 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
MY TWO PARTNERS AND I OWN A SMALL FOOD MARKETING COMPANY. WE WE SELL FIVE SALAD DRESSINGS AND TWO BBQ SAUCES TO FOOD DISTRIBUTORS. I HAVE BEEN IN THE BUSINESS WITH MY FATHER SINCE THE EARLY 90'S AND AM STILL PART OWNER. I WORK ABOUT ONE HOUR/MONTH ON THE BUSINESS AND IT IS USUALLY AFTER HOURS. I MAKE SURE OUR MANUFACTURER IS MAKING A QUALITY PRODUCT. I ALMOST DO NOTHING FOR THE BUSINESS ANYMORE AS THEY DO A GREAT JOB ON QUALITY.

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 23, 2010 - November 30, 2022

FULKERSON CAPITAL MANAGEMENT, LLC

RIA
CRD#: 143841
OAKLAND TWP, MI
Past

May 17, 2004 - June 26, 2007

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
TROY, MI

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: 2/16/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FC
FULKERSON CAPITAL MANAGEMENT, LLC
FULKERSON CAPITAL MANAGEMENT, LLC

CRD#: 143841 / SEC#:

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Contact information


Main Address
Oakland Twp, MI
Mailing Address
Phone number
(248) 670-9823
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts30
AUM (Assets Under Management)$ 1,800,000

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


FULKERSON CAPITAL MANAGEMENT, LLC

CRD#: 143841

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