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MA

Mark Andrew Fulton

Investment Adviser Representative at Wealthcare Advisory Partners LLC

Phoenix, AZCRD #5950525Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Andrew Fulton is an investment adviser representative in Phoenix, AZ, currently registered with Wealthcare Advisory Partners LLC and LPL Financial LLC. They have worked in the securities industry since 2012 and were previously registered with Waddell & REED. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Texas.

Office

20860 N Tatum Blvd
Phoenix, AZ 85050

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Texas
Broker:
6 states and territories

Arizona, Idaho, Kansas, Texas, Utah, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/22/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 4/23/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/30/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealthcare Advisory Partners LLCCurrent
3/1/2017 – Phoenix, AZ
LPL Financial LLCCurrent
2/2/2016 – Schertz, TX
Waddell & REED
4/9/2013 – 2/6/2016Scottsdale, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Christopher Urness
    Apr 2013 – no end date reportedPeoria, AZ
  2. LPL Financial, LLC
    Jan 2016 – no end date reportedScottsdale, AZ
  3. Wealthcare Advisory Partners LLC
    Mar 2016 – no end date reportedScottsdale, AZ

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wealthcare Advisory Partners LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, financial planning, insurance coverage, money management strategies, and ESG portfolios utilizing sustainability funds covering U.S. and international developed market equities.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Investment ManagementWealth PlanningFinancial PlanningInsuranceESG InvestingRetirement PlanningEstate PlanningPortfolio Analysis

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
171
Offices listed on AdvisorFinder:
26
Main office:
West Chester, PA
SEC file number:
801-80067

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 12, 2026

View full firm profile

Other advisors at Wealthcare Advisory Partners LLC

Showing 12 of 171 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Andrew Fulton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Mark Andrew Fulton (Wealthcare Advisory Partners)