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Barbara Diane Fulcher

WESTCO ADVISORY SERVICES, INC.·LYNBROOK, New York
SIE, Series 7, Series 14, Series 24, Series 27, Series 51, Series 63, Series 99TOCFPClean record5 years registeredWESTCO ADVISORY SERVICES, INC.
77 HEMPSTEAD AVE, LYNBROOK, NY 11563CRD# 1804755Firm CRD# 120755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Diane Fulcher · LYNBROOK, NY
Registration
CRD #1804755 · WESTCO ADVISORY SERVICES, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WESTCO ADVISORY SERVICES, INC.
Jul 2021Feb 2026
LYNBROOK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 51
Series 63
Series 99TO
Registration record
First registered · July 30, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESTCO ADVISORY SERVICES, INC.
CRD 120755 · SEC 801-69387
AUM
$215M
Regulatory assets under management
Employees
8
314 client accounts
Services offered by WESTCO ADVISORY SERVICES, INC.
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
Introduction

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05

Frequently Asked Questions

What services does Barbara Diane Fulcher offer?
Barbara Diane Fulcher specializes in Financial Planning, Investment Management.
What are Barbara Diane Fulcher's credentials?
Barbara Diane Fulcher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Barbara Diane Fulcher located?
Barbara Diane Fulcher is based in LYNBROOK, New York, last registered with WESTCO ADVISORY SERVICES, INC..
How does Barbara Diane Fulcher charge for services?
Barbara Diane Fulcher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTCO ADVISORY SERVICES, INC.?
WESTCO ADVISORY SERVICES, INC. has approximately 8 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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