Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
26yrs
Brian Fulton is a fiduciary financial advisor in Jacksonville, Florida, with 26 years in the industry. Brian joined Wells Fargo Advisors in 2023, after two years at PNC Wealth Management and nine years at PNC Managed Account Solutions. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 12% by experience in Jacksonville
Office7107 Merrill Rd, Jacksonville, FL 32277
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2021 – Aug 2023PNC Wealth Management LLCPreviously
- 2012 – 2021PNC Managed Account Solutions, Inc.Previously
- Jul 2004 – Jul 2004Camarda Wealth Advisory GroupPreviously
- 2000 – 2004MerrillPreviously
Contact Brian
Local office(904) 361-7877Ask for Brian. (314) 875-3000Main office · St. Louis, MO 7107 Merrill RdJacksonville, FL 32277Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (904) 361-7877 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Brian Fulton.
How long has Brian been a financial advisor?
Brian has been in the industry since 2000, about 26 years. Top 12% by experience in Jacksonville.
What licenses does Brian hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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