Paul Thomas Fullerton
Investment adviser representative at Rbf Wealth Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$716.1MFirm 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
Experience
15 years in the industry.
- Private Client ServicesJun 2023 to now
- Rbf Wealth AdvisorsSep 2019 to now
- Triad AdvisorsSep 2019 to Jun 2023
- Partek Inc.Jun 2017 to Aug 2019
- Baylor College of MedicineJul 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7175218
- Firm CRD
- 104771