James Fuller, financial advisor Athens OH
93 score

James Fuller

CRD Number: 1136790
Current Firm: Nfp Advisor Services, LLC

James Fuller (CRD# 1136790) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Athens, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Southeast Planning Agencies Inc. Dba Snider Fuller & Associates Athens, OH Oct 1984 - Current 32
Nfp Securities, Inc. Athens, OH May 2009 - Apr 2016 6
Multi-financial Securities Corporation Denver, CO Jan 2004 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
Contact Info for James M. Fuller
Phone Number: 512-697-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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