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CF

Cassandra F. Fulton

BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 5346166
CF
Cassandra Faye Fulton

Professional summary

Cassandra Faye Fulton, who also goes by Cassandra F Comley, Cassandra Faye Comley, Cassi Faye Comley, Cassandra Faye Fulton, Cassandra Fulton, Cassi Faye Fulton, was a registered financial advisor .

Cassandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cassandra had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Cassandra F Comley | Cassandra Faye Comley | Cassi Faye Comley | Cassandra Faye Fulton | Cassandra Fulton | Cassi Faye 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.
Other Business Activities; Budget Committee for the Town of Greenfield, NH; This is an unpaid/volunteer position in the town of Greenfield, NH where I reside. Provide feedback on the town budget; Schedule and hold town hearings; Finalize town budgets; Provide recommendations on any special Warrant articles. There are multiple people on the budget committee who assist the town selectmen; 7 Sawmill Rd, Greenfield, NH, 03047; Not Investment-Related; 03/16/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

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

Current

September 10, 2026 - Present

Office #1: 262 S. River Road Suite 201, Bedford, NH 03110
BEDFORD, NH
Past

April 14, 2025 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Greenfield, NH
Past

March 11, 2025 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH
Past

September 29, 2007 - February 28, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 8/31/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 9/27/2007
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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