Wendell B Fuller
CFP®Professional Summary
Wendell B Fuller, CFP® is a registered financial advisor currently at FULLER WEALTH ADVISORS located in Richmond, Virginia. Wendell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Wendell has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Retirement Planning
- Education Funding
- Business Services
- Investment Management
- Financial Planning
- Tax Planning
- Risk Management & Insurance
Specializations
Biography
Prior to entering the fee-only financial planning and investment management field, Wendell worked for six years with Invensys plc, a global leader in industrial process automation software. He began his career as an Electrical Engineer with Philip Morris USA where he honed his quantitative and analytical skills for more than eight years. Wendell graduated from Memphis State University with a Bachelor of Science degree in Electrical Engineering. Wendell is constantly expanding his expertise and knowledge...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
FULLER WEALTH ADVISORS | FULLER WEALTH ADVISORS, INC.
Contact Information
Main Address
2727 Buford Road Suite 1b, Richmond, VA 23235Mailing Address
2727 Buford Rd. Suite 1b, Richmond, VA 23235-2423Phone Number
(804) 977-1122# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
301AUM (Assets Under Management)
$84,421,432Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/7/2011)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Wendell B Fuller's CRS (Customer Relationship Summary).
Services Offered by Wendell
- Estate & Legacy Planning
- Retirement Planning
- Education Funding
- Business Services
- Investment Management
- Financial Planning
- Tax Planning
- Risk Management & Insurance
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AMERIPRISE FINANCIAL SERVICES, LLC
