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Jean Fullerton

Milestone Financial Planning, LLC

Bedford, NH

CRD 4754321

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Employer firm

Milestone Financial Planning, LLC CRD 283439

$590M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Milestone Financial Planning, Llc

3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2016-04-22
TX RA APPROVED 2016-04-22
  • NH RA
    APPROVED
    Since 2016-04-22
  • TX RA
    APPROVED
    Since 2016-04-22

Branch Locations

3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Milestone Financial Planning, Llc Bedford NH 02/2016 12/2021
Milestone Financial Planning, Llc Bedford NH 01/2022 Present
Previous Registrations
  • 2009-01-06 → 2016-08-11
    Milestone Financial Planning, Llc
    Bedford, NH
  • 2004-03-04 → 2010-10-15
    Lodestone Financial Planning
    Bedford, NH
    Derry, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-16
  • S65 Uniform Investment Adviser Law Examination
    2003-07-16
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
COHEN INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.

Nearby Investors

Nancy C Burt
BRENT ANTHONY KILEY
JOHN PAINE REGER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · BEDFORD, NH
COHEN INVESTMENT ADVISORS, LLC · BEDFORD, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH

More in Bedford, NH

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