Wendell Fuller, financial advisor Richmond VA

Wendell Fuller

CRD Number: 5007137
Current Firm: Fuller Wealth Advisors

Wendell Fuller (CRD# 5007137) is an Investment Advisor Representative working at Fuller Wealth Advisors in Richmond, VA and has over 15 years of experience in the finance industry. Wendell 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.

Similar Advisors
David Abbey, financial advisor Richmond VA
David A. Abbey
CRD# 6829429
Mml Investors Services, LLC
Similar Advisors
Christopher Abbott, financial advisor Richmond VA
Christopher S. Abbott
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Harvey Abbott, financial advisor Richmond VA
Harvey W. Abbott
CRD# 864358
Frontier Financial Partners, LLC
Professional Designations
Company Name Location Dates Years
Fuller Wealth Advisors, Inc. Richmond, VA Sep 2011 - Current 9
Bowen Financial Services, LLC Midlothian, VA Mar 2010 - Sep 2011 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Wendell B. Fuller
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $225,573
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

Ready to hire a financial advisor? Get competitive proposals from Wendell Fuller 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.