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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lionel? Claim Your ProfileLionel Charles Fuller is an Investment Advisor Representative with HUB Investment Partners, LLC. Lionel has been in the industry for over 30 years and holds the Series 63, Series 65, and Series 7 licenses. Lionel's experience in financial services spans over 3 decades and includes roles at Merrill Lynch and Bridgecreek Investment Management. In addition to his experience, Lionel holds the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination, making him well-versed in the industry.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/21/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
NY
09/08/1993 - 12/19/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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