PF
PF

Paul Thomas Fullerton

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

680 Craig Road, Suite 201, St. Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Paul is a VP at RBF Wealth Advisors, dedicating full-time hours to this role. He also sells life insurance policies as needed and ensures payroll is processed for The Fullerton Group, Inc., but these activities require minimal time.

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2023 - Present · 2 yrs 8 mos
Rbf Wealth Advisors
April 2006 - Present · 19 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
September 2003 - July 2023 · 19 yrs 10 mos
State Registrations6 states
COFLILMOOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.