Joe Fulmer, financial advisor Sugar Land TX

Joe Fulmer

CRD Number: 2843704
Current Firm: Raymond James Financial Services Advisors, Inc.

Joe Fulmer (CRD# 2843704) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sugar Land, TX and has over 27 years of experience in the finance industry. Joe Fulmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Fulmer Wealth Management Services LLC Sugar Land, TX Jan 2024 - Current < 1
Raymond James Financial Services, Inc. Sugar Land, TX Aug 2023 - Current < 1
Brighthawk Wealth Management LLC Sugar Land, TX Aug 2023 - Current < 1
Raymond James Financial Services Advisors, Inc. Sugar Land, TX Aug 2023 - Current < 1
Comerica Securities Houston, TX Dec 1996 - Aug 2023 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Joe B. Fulmer
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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