Lionel C. Fuller

BRIDGECREEK FINANCIAL GROUP

TULSA, OK 74137

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CRD#: 2376437

Professional summary

Lionel Charles Fuller, who also goes by Chuck Fuller, L Charles Fuller, is a registered financial advisor currently at BRIDGECREEK FINANCIAL GROUP located in Tulsa, Oklahoma.

Lionel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lionel has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Chuck Fuller | L Charles Fuller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lionel Charles Fuller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 10, 2026 - Present

BRIDGECREEK FINANCIAL GROUP

Office #1: 4521 E. 91st St Suite 300, Tulsa, OK 74137

RIA

CRD#: 340683

TULSA, OK

Past

December 21, 2022 - July 15, 2026

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

Tulsa, OK

Past

September 13, 2004 - December 31, 2023

BRIDGECREEK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 132519

TULSA, OK

Past

September 8, 1993 - December 19, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(7/10/2026)

IAR

Texas
(7/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/1/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/7/1993

General Securities Representative Examination

Current Firm

BRIDGECREEK FINANCIAL GROUP

BRIDGECREEK FINANCIAL GROUP | BRIDGECREEK FINANCIAL GROUP, LLC

CRD#: 340683 / SEC#: 801-136191

RIA

Registered Investment Advisory firm - (5/8/2026 120-Day Approval)

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Contact information

Main Address

4521 E. 91st St Suite 300, Tulsa, OK 74137

Mailing Address

Phone number

(918) 392-1990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIDGECREEK FINANCIAL GROUP, LLC (4/3/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lionel C. Fuller

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lionel Charles Fuller's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGECREEK FINANCIAL GROUP

HUB INVESTMENT PARTNERS, LLC

BRIDGECREEK INVESTMENT MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2004

Series 63

Date: 9/21/1993

Series 7

Date: 9/7/1993

Current Firm

BRIDGECREEK FINANCIAL GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BRIDGECREEK FINANCIAL GROUP

TRUST BUT VERIFY

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