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Fulton J. Wood

Fee-only Financial Advisor in the Middle Peninsula

Mobjack Investments

Mathews

VA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Mobjack Investments 13 years, 2 months Mar 2005 - Present
Moughans Inc. 18 years, 1 month Apr 2000 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Fulton Wood

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Answers

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How do I find out how much money is in my retirement account?
Naomie, you should be getting at least quarterly, if not monthly statements in the mail, and the account value should be on it. Also, many firms now offer on line access to your account, available any time. ...  (more)
Answered Jan 2015
How much money i have in my account?
Andres, you should receive either a monthly or quarterly statement mailed to you, or an electronic statement provided that will tell you how much money is in the account on the last business day of the month or quarter....  (more)
Answered May 2015
Should I invest in gold?
Gold should be bought has a hedge against inflation. Three currencies that experienced dramatic drops, the Latvian and Russian Rubles, as well as the Ukranian currency, saw increases in the price of gold when priced in their currencies in the past 6 months of at least 60%, exactly what gold is suppo...  (more)
Answered Jan 2015
Forex - Investing in the Euro after the Greek elections?
No one really knows, but the vast majority of bets being made are for the euro to drop against the USD. Then again, when everyone is on the same side of the boat, you know what happens....  (more)
Answered Jan 2015
Is there a way I can check a company I worked for and see if there is a 401K account started with this company!
Since it sounds like you don't work for the company anymore, try to recall if you remember getting any paperwork relating to 401k's, did you ever get statements or other paperwork pertaining to a 401k?...  (more)
Answered Jun 2015
How can I withdraw from my account?
What kind of account is it?...  (more)
Answered Jul 2015
How to borrow money instant?
Dawn, there are no good ways to borrow money instantly. Your only options are pawn shops and payday lenders. Both charge very high interest rates, but if you are desperate enough, and in the case of a pawn shop have something of value you don't need any more, those are you're best options. ...  (more)
Answered Mar 2016
Short and long term investing?
Catherine, with some money markets you have check writing abilities, but that defeats the purpose of trying to save. Both CD's and money markets have pitiful interest rates and probably will for some time. In your picture you appear young and should be more willing to take on some risk in a portfoli...  (more)
Answered Jan 2015
How can i find about my stocks?
Ronald, the question is a bit vague, but Merra's answer is likely spot on....  (more)
Answered Feb 2015
How important is picking mutual funds with 4 or 5 stars from Morningstar versus funds with extremely low fees?
Steve's answer is spot on. I would add that you might want to skip mutual funds and look into exchange traded funds....  (more)
Answered Mar 2015
I had a package sent to me a couple of weeks ago. I am working out of town. How do I request another package?
Jeff.a package of what?...  (more)
Answered Dec 2015
Need help to analyze my financial portfolio?
Naren, there are some things an advisor would need to know, such as your age, risk tolerance, goals, and quite a few others. To give a general answer, in the next 3-6 months, a large allocation to cash is probably a good idea. You might also want to explore some ETFs that are designed to mitigate sh...  (more)
Answered Jan 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 10, 2014
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Mobjack Investments

    Last updated on June 5, 2017
      • $1.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 28
        Accounts
      • $53.6K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements