Brady Fuller (CRD# 4994368) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 13 years of experience in the finance industry. Brady Fuller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.o.s.s. Retirement Advisors, LLC | Lehi, UT | Mar 2019 - Current | 5 |
| B.o.s.s. Retirement Solutions, LLC | Lehi, UT | Mar 2019 - Current | 5 |
| Fuller Financial Services | Syracuse, UT | Mar 2018 - Mar 2019 | 1 |
| Cetera Advisor Networks | Ogden, UT | Jun 2016 - Mar 2019 | 2 |
| Lee Miles LLC | Ogdent, UT | Jun 2014 - Jun 2016 | 2 |
| Lee Miles LLC | Ogden, UT | Dec 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- TX
- UT
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
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