Fullen Financial Group, Inc.

Fullen Financial Group, Inc. (CRD# 135065) is a financial advisory firm headquartered in , . They manage $82,577,379 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $960,202
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Fullen Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Milton E. Fullen
CRD#: 4799979
200 East Campus View Blvd, Suite 200, Columbus, OH 43235
96
Wealthminder
score

Milton Fullen (CRD# 4799979) is an Investment Advisor Representative working at Fullen Financial Group, Inc. in Columbus, OH and has over 12 years of experience in the finance industry. Milton Fullen 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.

2
Joseph L. Fullen
CRD#: 3184613
Columbus, OH
93
Wealthminder
score

Joseph Fullen (CRD# 3184613) is an Investment Advisor Representative working at Fullen Financial Group, Inc. in Columbus, OH and has over 15 years of experience in the finance industry.

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