Nathan Aaron Fulks
Investment adviser representative at Family Wealth Partners, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$392.4MFirm assets
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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
- Pension consulting
Experience
11 years in the industry.
- Family Wealth Partners, LLCJan 2019 to now
- Independent Advisor AllianceSep 2016 to Jan 2022
- LPL Financial, LLCSep 2016 to Jan 2022
- Efficient AdvisorsMay 2016 to Jan 2018
- Family Wealth Counselors of the Carolinas, Inc.Jun 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Family Wealth Partners, LLC
$392.4MAssets managed
266Clients
6Advisers
4 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
- 6338435
- Firm CRD
- 317764