A complete list of active advisors currently associated with Fullington & Associates, LLC
Warmer can help you find a great advisor at Fullington & Associates, LLC or one who fits your needs even better.
Fullington & Associates provides ongoing, discretionary portfolio management for individual clients and offers financial planning on both a comprehensive and limited-scope basis. The firm’s brochure reports it manages approximately $13.9 million in client assets and begins client relationships with an initial interview to document financial circumstances, objectives, time horizon, and risk tolerance. The firm customizes portfolios to each client’s objectives and risk profile and executes investment decisions on a discretionary basis. Its stated analytical approach combines fundamental research with technical/charting and cyclical analysis alongside asset-allocation strategies, and accounts are monitored daily with formal reviews at least quarterly and optional more frequent performance reporting. Noteworthy aspects disclosed in the brochure include an explicit prohibition on performance-based fees, a written Code of Ethics, and a practice of not accepting referral fees or other third‑party compensation. The firm also uses an independent custodian for client assets, does not vote client proxies, and offers clients the option of annual in-person reviews.
To learn more about the advisors currently working at Fullington & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lake Charles, LA
| 16
|
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