Wendell B Fuller

Employer firm

Fuller Wealth Advisors CRD 158891

$84.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Fuller Wealth Advisors, Inc.
  Richmond, VA

Previous Registrations

• 2010-03-09 → 2011-10-03
  Bowen Financial Services, Llc
  Midlothian, VA
• 2005-08-17 → 2010-04-19
  Agili, P.C.
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-16

Designations

• Certified Financial Planner