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Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
Doniphan, MO
Mobjack Investments
Independent
Total advisors
1Clients per advisor
23 TypicalAvg AUM per client
$59,668 Very LowHNW client ratio
0% LowFulton Wood is a financial advisor at Mobjack Investments with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mobjack Investments since 2005 and previously at Moughans Inc. for 20 years. Mobjack Investments serves individual clients with a range of account types, offering discretionary portfolio management focused on equities, bonds, CDs, ETFs, and U.S. government bonds. The firm employs fundamental analysis supplemented by technical indicators, allows for socially responsible investing upon client request, and manages accounts on a discretionary basis with regular reviews.
1% annually (100 basis points), charged quarterly at 0.25% per quarter
$105 per hour for portfolio analysis for non-clients
Doniphan, MO
Doniphan MO
Advisors at this office
1
Missouri · Virginia
21 years of industry experience
Mobjack Investments
2005 - 2021 • 16 years
Doniphan, MO
Moughans Inc.
2000 - 2020 • 20 years
Mathews, VA
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