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Gregory Alan Fulk

VALEO FINANCIAL ADVISORS, LLC·CARMEL, Indiana
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10 W. CARMEL DR STE 400, CARMEL, IN 46032-3357CRD# 6038382Firm CRD# 127132
01

About

Gregory Alan Fulk is a registered financial advisor based in CARMEL, Indiana, affiliated with VALEO FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VALEO FINANCIAL ADVISORS, LLC
VALEO FINANCIAL ADVISORS, LLC
AUM
$8.9B
Regulatory assets under management
Employees
155
Total firm employees
View all advisors at VALEO FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT NET WORTH
Regulatory
SEC/IARD CRD# 6038382
Firm CRD# 127132
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Alan Fulk offer?
Gregory Alan Fulk specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are Gregory Alan Fulk's credentials?
Gregory Alan Fulk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Alan Fulk located?
Gregory Alan Fulk is based in CARMEL, Indiana, working with VALEO FINANCIAL ADVISORS, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Gregory Alan Fulk charge for services?
Gregory Alan Fulk's firm is compensated through percentage of aum, subscription fees, other: percentage of client net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALEO FINANCIAL ADVISORS, LLC?
VALEO FINANCIAL ADVISORS, LLC has approximately 155 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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