About Rick Fulton
After receiving my Bachelor of Arts degree from the University of Oregon in 1994, I went on to earn the designation of Certified Investment Management Analyst (CIMA®) from the Investment Management Consultants Association. I have also earned the Chartered Retirement Planning CounselorSM certification (CRPC®) by passing a comprehensive examination from the College for Financial Planning.
My experience includes 3 intensive years at Salomon Smith Barney working in a stock option sales group followed by 8 years working for Merrill Lynch in their Private Client Group. I worked for Wells Fargo Advisors in their Palo Alto office from January 2009 to October 2020. Now, I am fortunate to call Morgan Stanley home.
I strive to provide sound financial advice and exceptional service to investors by building and maintaining long-term relationships based on mutual trust and respect. I help clients develop and implement strategies for building wealth and realizing their goals by analyzing and tailoring potential solutions to their individual needs.
I am an active tennis player and a lifelong fan of the San Francisco Giants and 49ers. I reside in San Carlos, CA with my three children, Charlie, Ella, and Brooke.
Securities Agent: CO, NJ, MT, MD, MA, WY, WI, WA, NY, CA, AL, TX, NH, MI, IL, VA, NM, NC, HI, SC, AZ, PA, OR, GA, AR, KS, OH, MN, LA, ID, FL, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 997140