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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fullmer is a Registered Investment Advisor at AE Wealth Management, LLC and has over 15 years of experience in the financial industry. David has held licenses with a number of firms including ING FINANCIAL PARTNERS, INC. and SECURIAN FINANCIAL SERVICES, INC. David holds a Series 6, Series 63, and Series 65 license and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. David has been with AE Wealth Management since 2016 and has offices located in Nampa, ID.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ID
08/03/2016 - Present
AE Wealth Management, LLC (Nampa ID)
ID
02/05/2008 - 09/23/2011
ING FINANCIAL PARTNERS, INC. (NAMPA ID)
ID
05/28/2004 - 02/08/2008
SECURIAN FINANCIAL SERVICES, INC. (NAMPA ID)
CT
06/05/1998 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 12/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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