John Fuller
John Fuller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Atlanta, GA, with 36 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
5909 Peachtree Dunwoody Rd, Ste 450, Atlanta, GA, 30328
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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.