Nick  Fullerton,  CFP<sup>&reg;</sup> - Financial Advisor

Nick Fullerton, CFP®

Principal

Fullerton Advisors, LLC

318 Diablo Rd, Ste 260
Danville, CA 94526-3421
(925) 480-7018

General

Nick Fullerton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fullerton Advisors, LLC in Danville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth

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