Joshua Fuller, financial advisor Overland Park KS

Joshua Fuller

CRD Number: 6331286
Current Firm: Prudential Financial Planning Services

Joshua Fuller (CRD# 6331286) is an Investment Advisor Representative working at Prudential Financial Planning Services in Overland Park, KS and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Overland Park, KS Apr 2019 - Current 2
Pruco Securities Corporation LLC Overland Park, KS Apr 2019 - Current 2
Thrivent Financial Appleton, WI Nov 2014 - Apr 2019 4
Thrivent Investment Management Inc. Blue Springs, MO Jun 2014 - Apr 2019 4
Thrivent Financial Appleton, WI Sep 2014 - Nov 2014 < 1
Metlife Kansas City, MO Sep 2007 - Sep 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Joshua Fuller
Phone Number: 800-235-7637
Registered State(s):
  • CA
  • FL
  • KS
  • MO
  • OK
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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