John Fuller
John Fuller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Atlanta, GA, with 37 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
5909 Peachtree Dunwoody Rd, Ste 450, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2022Customer Dispute
February 2004Other Business ActivitiesSells Insurance
John provides tax services as an owner of Dolce & Zaniboni, and is also the President/Independent Insurance Agent for various independent insurance companies through John D. Fuller & Company Inc - Insurance Sales and Service, taking about a quarter of his time. He is also president of Fuller & Company, advising clients on debt structure and interfacing with bankers and mortgage professionals, and an advisory rep of a RIA, CIRA, about half of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Monarch Securities, INC.Broker
Chubb Securities CorporationBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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