Unclaimed Profile

Jean Fullerton

MILESTONE FINANCIAL PLANNING, LLC·BEDFORD, New Hampshire

Series 65Clean record22 years registeredMILESTONE FINANCIAL PLANNING, LLC

3 EXECUTIVE PARK DRIVE, BEDFORD, NH 03110CRD# 4754321Firm CRD# 283439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jean Fullerton · BEDFORD, NH

Registration

CRD #4754321 · MILESTONE FINANCIAL PLANNING, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MILESTONE FINANCIAL PLANNING, LLC

Apr 2016 – present

MILESTONE FINANCIAL PLANNING, LLC

Jan 2009 – Aug 2016

BEDFORD, NH

LODESTONE FINANCIAL PLANNING

Mar 2004 – Oct 2010

BEDFORD, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 4, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILESTONE FINANCIAL PLANNING, LLC

CRD 283439 · SEC 801-107645

AUM

$424M

Regulatory assets under management

Employees

929 client accounts

Services offered by MILESTONE FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MILESTONE FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Jean Fullerton offer?

Jean Fullerton specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.

What are Jean Fullerton's credentials?

Jean Fullerton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jean Fullerton located?

Jean Fullerton is based in BEDFORD, New Hampshire, working with MILESTONE FINANCIAL PLANNING, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.

How does Jean Fullerton charge for services?

Jean Fullerton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILESTONE FINANCIAL PLANNING, LLC?

MILESTONE FINANCIAL PLANNING, LLC has approximately 16 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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