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JF

John L. Fulcher

CETERA INVESTMENT ADVISERS LLC
WAYNESBORO, GA 30830
Some features on this profile are disabled
CRD#: 7980345
JF

Professional summary


John L Fulcher, who also goes by Lee Fulcher, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Waynesboro, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lee Fulcher

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.
1) ECONSULTING US INC POSITION: CFO NATURE: CLIENT OF MY ACCOUNTING PRACTICE THAT HAS FOREIGN SHAREHOLDERS, REQUIRED BY GA TO HAVE OFFICER THAT IS US CITIZEN ENTITY DOES VERY LITTLE BUSINESS AFTER FOUNDER PASSED AWAY AND NO LONGER HAS US EMPLOYEE(S) TO BE OFFICERS EeConsulting offers cloud solutions, HCM, QMS, RIMS, validation services, IT team and staff augmentation, and other IT services for multinational clients. With expertise in Life Science and Cornerstone OnDemand INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2020 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: My duties consist of overseeing the accounting and bookkeeping duties as well as preparing the annual tax returns. My brother was an original officer who was friends with the owners of the company in Poland. He established a US entity and I was chosen to the be accountant. My brother has since left the company but my position was not affected. The company currently does less than $50k per year in business. I attest to the fact that I will not serve as the FP of record on any accounts for the company or have any control over any brokerage accounts for the firm (currently or in the future). I also attest that I cannot offer any securities issued by the company or services from the company to your securities clients/prospects. I will not give securities related advice to the firm as well. 2) GATA ON WINTHROPE LLC POSITION: MEMBER NATURE: RESIDENTIAL RENTALS INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: OUTSOURCE INSRUANCE, COLLECT RENT, OVERSEE REPAIRS, BOOKKEEPING, BANK RECONCILIATION 3) GATA ON LIBERTY LLC POSITION: OWNER NATURE: RENTAL LLC FOR OFFICE BUILDING INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2021 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: SOURCE INSURANCE, OVERSEE REPAIRS, COLLECT RENT, BOOKKEEPING, BANK RECONCILIATION 4) JOHN L FULCHER CPA LLC POSITION: MEMBER NATURE: FULL SERVICE CPA FIRM PROVIDING ACCOUNTING, PAYROLL, TAX SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/22/2009 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: DAY TO DAY SUPERVISOR OF 10 EMPLOYEES, PAY EXPENSES, PREPARE TAX RETURNS, REVIEW FINANCIAL STATEMENTS, REVIEW PAYROLL JOURNALS, COLLECT REVENUE, REFERRING REPRESENTATIVE 5) FULCHER STATION INC POSITION: secretary NATURE: THIS WAS MY MOM'S CORPORATION THAT WAS USED BY HER TO WRITE TEXTBOOKS AND RECEIVE ROYALTIES. MY MOM PASSED AWAY IN FEB AND THE ENTITY WILL BE DISSOLVED ONCE THE ESTATE IS CLOSED INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2002 ADDRESS: 3168 Herndon Rd, Waynesboro GA 30830 DESCRIPTION: none 6) DSPSUCCESS LLC POSITION: MEMBER NATURE: ENTITY WAS SETUP TO PROVIDE ACCOUNTING AND PAYROLL FOR AMAZON DSP CLIENTS I HAVE NOT PURSUED ADVERTISING FOR CLIENTS SINCE INCEPTION INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2023 ADDRESS: 702 N Liberty St, Waynesboro GA 30830 DESCRIPTION: NONE ENTITY IS INACTIVE AT THIS TIME

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John L Fulcher'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

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 702 N Liberty St, Waynesboro, GA 30830Office #2: 365 E Winthrope Ave, Millen, GA 30442
RIA
CRD#: 105644
WAYNESBORO, GA
Past

October 8, 2024 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Waynesboro, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

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
Georgia
(9/5/2025)

Exams


Current Firm


CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
12/13/2024
09/26/2023
11/18/2022

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


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Waynesboro, GA 30830

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