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IAA Wealth Management

Uncommon Financial Opportunities

Alexander Fullerton CFP MBA

Alexander Fullerton, CFP, MBA

Managing Partner

Drawing on over a decade of wealth management experience, Alex focuses on building financial plans and investment strategies for his clients. He received his bachelor's degree in business from the University of Central Florida in 2009 and later earned an MBA from Nova Southeastern University in 2015. 

 

Alex currently holds his Series 7, 66 and Insurance licenses. He has also earned his Certified Financial Planner™ (CFP©) designation and his Certified Divorce Financial Analyst™ (CDFA®) designation. Alex is a third generation native of South Florida and currently lives in Davie, Florida. He can usually be found enjoying the outdoors, playing pickleball or trying to improve his golf game.  

Phone

954-541-5154

Mobile

954-296-1600

Fax

954-206-0945

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck