Unclaimed
John David Fuller is an investment advisor representative with Cambridge Investment Research Advisors, Inc. and has been in the industry since 1989. John is registered with the state of Georgia and Texas. John has experience providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisers. John has experience providing portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
09/01/2009 - Present
Cambridge Investment Research Advisors, Inc. (ATLANTA GA)
GA
03/14/1992 - 09/02/2009
MUTUAL SERVICE CORPORATION (ATLANTA GA)
NA
02/20/1992 - 03/13/1992
MUTUAL SERVICE CORPORATION
NA
03/08/1990 - 02/19/1992
MONARCH SECURITIES, INC.
IN
05/23/1989 - 03/14/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 12/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Fuller is the right advisor for you? Invested Better is here to help.