Charles Fuller is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 22 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4515 Painters Mill Road, Owings Mills, MD, 21117
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
May 2024 - Present · 2 yrs 5 mos
T. Rowe Price Advisory Services, INC.
May 2024 - Present · 2 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2021 - May 2024 · 3 yrs
Charles Schwab & CO., INC.Broker
May 2021 - May 2024 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2021 - April 2021 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2021 - April 2021 · 2 mos
TD Ameritrade, INC.
November 2017 - January 2021 · 3 yrs 2 mos
TD Ameritrade Investment Management, LLC
November 2017 - December 2020 · 3 yrs 1 mo
TD Ameritrade, INC.Broker
October 2017 - January 2021 · 3 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
March 2011 - October 2017 · 6 yrs 7 mos
T. Rowe Price Advisory Services, INC.
March 2011 - December 2014 · 3 yrs 9 mos
Allstate Financial Services, LLCBroker
June 2010 - March 2011 · 9 mos
T. Rowe Price Advisory Services, INC.
October 2004 - August 2009 · 4 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
December 2002 - August 2009 · 6 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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