Nicholas Fuller, financial advisor Tempe AZ
93 score

Nicholas Fuller

CRD Number: 5535237
Current Firm: Dynamic Wealth Advisors

Nicholas Fuller (CRD# 5535237) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Tempe, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth Advisors Scottsdale, AZ Sep 2013 - Current 3
Dinosaur Securities, LLC New York, NY May 2013 - Sep 2013 < 1
Concert Wealth Management San Jose, CA May 2011 - Sep 2013 2
First Financial Equity Corporation Scottsdale, AZ Mar 2011 - May 2011 < 1
Edward Jones St. Louis, MO Aug 2009 - Mar 2011 1
Edward Jones Tempe, AZ May 2008 - Aug 2009 1
Suns Legacy Club Phoenix, AZ Mar 2008 - May 2008 < 1
Kenyon Plastering Inc. Phoenix, AZ Oct 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Nicholas E. Fuller
Phone Number: (877) 257-3840
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    538
    MILLIONS
  • Total Number of Accounts
    3,397
    ACCOUNTS
  • Average Account Value
    $158,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TX, VA

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

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