JT
Jamie A. Tulip
FORTH CAPITAL (USA)
Edinburgh, EH3 9QQ
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CRD#: 7625991
JT
Professional summary
Jamie Andrew Tulip is a registered financial advisor currently at FORTH CAPITAL (USA), LLC .
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jamie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Forth Capital Group Limited/Forth Capital Advisers Limited; investment-related; Nova House, 3-5 Pontoon Street, Edinburgh, Scotland EH3 9QQ; Chartered Financial Planner and Pension Transfer Specialist; 4/2020 - present; 80-120 hours/month; all during trading hours; financial planning and pension transfers
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Andrew Tulip'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®
NoneExperience
Current
January 30, 2023 - Present
FORTH CAPITAL (USA), LLC
Office #1: 5 Pontoon Street, Edinburgh, EH3 9QQRIA
CRD#: 322623
Edinburgh,
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
California(5/2/2023)
IAR
Texas(1/30/2023)
Current Firm
FC
FORTH CAPITAL (USA), LLC
FORTH CAPITAL (USA) LLC | FORTH CAPITAL ADVISERS USA, LLC | FORTH CAPITAL ADVISERS USA | FORTH CAPITAL (USA), LLC
CRD#: 322623 / SEC#:
California
Registered Investment Advisory firm - (5/2/2023 Approved)Texas
Registered Investment Advisory firm - (1/23/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11111 Katy Freeway Suite 910, Houston, TX 77079
Mailing Address
Phone number
(346) 245-8824
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 9,546,884 |
Red Flags
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