Paul Thomas Fullerton
Investment adviser representative at Rbf Wealth Advisors
33 yearsExperience
2 statesRegistered in
$716.1MFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Private Client ServicesJun 2023 to now
- Rbf Wealth AdvisorsApr 2006 to now
- Roman, Butler and FullertonAug 2003 to now
- Fullerton GroupSep 1993 to now
- Esm Press, IncJun 2016 to May 2023
- Triad Advisors, Inc.Aug 2003 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Rbf Wealth Advisors
Legal name: Roman Butler Fullerton & Co
$716.1MAssets managed
1,289Clients
12Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4699243
- Firm CRD
- 104771