Franco Fullana, financial advisor Guaynabo PR

Franco Fullana

CRD Number: 4248873
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Franco Fullana (CRD# 4248873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guaynabo, PR and has over 19 years of experience in the finance industry.

Similar Advisors
Juliannys Acevedo Cuadrado, financial advisor Guaynabo PR
Juliannys M. Acevedo Cuadrado
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Jose Acosta Jordan, financial advisor Guaynabo PR
Jose I. Acosta Jordan
CRD# 1688356
Herbert J. Sims Capital Management, Inc.
Similar Advisors
Maria Agosto, financial advisor Guaynabo PR
Maria D. Agosto
CRD# 2872363
Lincoln Financial Securities Corporation
Company Name Location Dates Years
Bank Of America, N.a. Guaynabo, PR Jul 2011 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaybabo, PR Nov 2010 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Franco G. Fullana
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Franco Fullana and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.