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David Mark Fullman

American Portfolios Financial Services, Inc.

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About David Mark Fullman

David Fullman is a financial advisor with over 30 years of experience in the industry. David is currently registered with American Portfolios Financial Services, Inc. and is licensed to provide financial advice in multiple states, including New York, California, Florida and more. David holds Series 6, 7, 24 and 63 licenses and has earned the SIE designation. David is a highly experienced advisor and is committed to helping clients achieve their financial goals.

Firm Information

David Fullman is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Fullman’s Registration & Firm History

NY

01/03/2011 - Present

American Portfolios Financial Services, Inc. (BAYSIDE NY)

NY

03/04/2008 - 12/31/2010

CAPWEALTH INVESTMENT SERVICES, LLC (BAYSIDE NY)

NY

06/29/2004 - 03/03/2008

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BAYSIDE NY)

NY

02/01/2002 - 05/28/2004

VANDERBILT SECURITIES, LLC (WOODBURY NY)

NY

11/23/1998 - 01/07/2002

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

AZ

10/01/1997 - 12/03/1998

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NY

05/10/1995 - 10/01/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

MA

03/09/1993 - 02/17/1995

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 03/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Mark Fullman.
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