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JF

James F. Fuller

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CRD#: 4137117
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Fletcher Fuller, who also goes by Fletcher James Fuller, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2000. James had worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fletcher James 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 6, 2005 - November 22, 2019

FULLER ASSET MANAGEMENT, LLC

RIA
CRD#: 134446
SCOTTSDALE, AZ
Past

October 13, 2004 - March 11, 2005

CETERA ADVISORS LLC

RIA
CRD#: 10299
MESA, AZ
Past

August 27, 2004 - March 11, 2005

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

August 5, 2002 - April 30, 2003

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

June 12, 2000 - November 16, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 15, 2000 - April 27, 2000

MANULIFE WOOD LOGAN, INC.

BD
CRD#: 19177
STAMFORD, CT

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/25/2000
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


FA
FULLER ASSET MANAGEMENT, LLC
FULLER ASSET MANAGEMENT, LLC

CRD#: 134446 / SEC#: 801-66451

RIA
Registered Investment Advisory firm - (8/15/2012 Terminated)
Arizona
Registered Investment Advisory firm - (6/18/2012 Approved)
Maryland
Registered Investment Advisory firm - (4/25/2006 Terminated)
New York
Registered Investment Advisory firm - (6/30/2005 Cancelled)
North Carolina
Registered Investment Advisory firm - (4/1/2024 Approved)
Texas
Registered Investment Advisory firm - (4/25/2006 Terminated)
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Contact information


Main Address
7135 East Camelback Road Suite 230, Scottsdale, AZ 85251
Mailing Address
Phone number
(480) 766-2490
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts71
AUM (Assets Under Management)$ 27,576,325

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.

Company Information


FULLER ASSET MANAGEMENT, LLC

CRD#: 134446

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