Nathan Aaron Fulks

Employer firm

Family Wealth Partners, LLC CRD 317764

$392M regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ADVISORY CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 01/2018
  Family Wealth Counselors Of The Carolinas, Inc.
  Matthews, NC
• 05/2016 → 01/2018
  Efficient Advisors
  Philadelphia, PA
• 09/2016 → 01/2022
  Independent Advisor Alliance
  Matthews, NC
• 09/2016 → 01/2022
  Lpl Financial, Llc
  Matthews, NC
• 01/2019 → Present
  Family Wealth Partners, Llc
  Matthews, NC
• 01/2022 → Present
  Family Wealth Partners, Llc
  Matthews, NC

Previous Registrations

• 2016-06-14 → 2025-08-21
  Efficient Advisors
  Matthews, NC
  Mason, OH
• 2018-04-10 → 2022-01-26
  Independent Advisor Alliance, Llc
  Matthews, NC
• 2016-05-11 → 2016-09-28
  Family Wealth Partners
  Matthews, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-03-29
• S65 Uniform Investment Adviser Law Examination
  2016-05-11

Designations

• Certified Financial Planner