Walker F. Fulco

FULCO CAPITAL MANAGEMENT

Shreveport, LA 71106

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CRD#: 5646948

Professional summary

Walker Frank Fulco, who also goes by Walker F Fulco, Walker Frank Fulco, is a registered financial advisor currently at FULCO CAPITAL MANAGEMENT located in Shreveport, Louisiana.

Walker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Walker has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Walker F Fulco | Walker Frank Fulco

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.

Fulco Capital Management: DBA for Final Ascent Wealth Advisors, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walker Frank Fulco'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®

None

Experience

Current

March 24, 2023 - Present

FULCO CAPITAL MANAGEMENT

Office #1: 910 Pierremont Rd. Suite 410, Shreveport, LA 71106

RIA

CRD#: 325484

Shreveport, LA

Past

July 13, 2022 - April 12, 2023

FINAL ASCENT WEALTH ADVISORS, LLC

RIA

CRD#: 313896

LAFAYETTE, LA

Past

June 6, 2018 - June 17, 2022

SUMMIT FINANCIAL WEALTH ADVISORS

RIA

CRD#: 171278

SHREVEPORT, LA

Past

June 15, 2016 - June 6, 2018

NEWEDGE ADVISORS

RIA

CRD#: 171351

Shreveport, LA

Past

September 14, 2015 - May 24, 2016

RFG ADVISORY, LLC

RIA

CRD#: 158401

VESTAVIA HILLS, AL

Past

April 22, 2014 - September 14, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

SHREVEPORT, LA

Past

October 1, 2013 - June 14, 2018

LPL FINANCIAL LLC

CRD#: 6413

SHREVEPORT, LA

Past

August 15, 2013 - October 1, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

SHREVEPORT, LA

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

Louisiana
(4/11/2023)

IAR

Texas
(3/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2013

General Securities Representative Examination

Current Firm

FULCO CAPITAL MANAGEMENT

FULCO CAPITAL MANAGEMENT | FULCO CAPITAL MANAGEMENT, LLC

CRD#: 325484 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/10/2023 Approved)

Texas

Registered Investment Advisory firm - (3/1/2023 Conditional Restricted)

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Contact information

Main Address

910 Pierremont Rd. Suite 410, Shreveport, LA 71106

Mailing Address

Phone number

(318) 861-8622

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 25,110,259

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.

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Walker F. Fulco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walker Frank Fulco's CRS (Customer Relationship Summary).

Certified licenses

Experience

FULCO CAPITAL MANAGEMENT

FINAL ASCENT WEALTH ADVISORS, LLC

SUMMIT FINANCIAL WEALTH ADVISORS

NEWEDGE ADVISORS

RFG ADVISORY, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/3/2014

SIE

Date: 6/14/2018

Series 7

Date: 8/15/2013

Current Firm

FULCO CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FULCO CAPITAL MANAGEMENT

TRUST BUT VERIFY

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