Rick Fulton

Financial Advisor, Senior Vice President @Morgan Stanley

San Francisco, CA, US
EMAILS
r••••••••@morganstanley.com
MOBILE NUMBERS
+16•••••••00

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WORK HISTORY

Oct 2020 — Present

Financial Advisor, Senior Vice President @Morgan Stanley

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2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 997140

EDUCATION

1990 — 1994

University of Oregon

Bachelor of Arts (BA), Political Science and Government

SKILLS

Estate Investment PlanningRetirement401(K) RolloversInvestment PlanningWealth-Preservation Planning401 (K) StrategiesFinancial AdvisoryInvestmentsTax-Efficient StrategiesFinanceMulti-Generational Wealth PlanningInsuranceRetirement SavingsAsset AllocationRisk ManagementRetirement Plan Consulting

ABOUT RICK FULTON

After receiving my Bachelor of Arts degree from the University of Oregon in 1994, I went…

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