James Fullerton (CRD# 4553209) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has over 21 years of experience in the finance industry.
CRD# 2146399
Venture Visionary Partners LLC
CRD# 7039238
Munn Wealth Management, LLC
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Krogers | Holland, OH | Dec 2023 - Current | < 1 |
| Flower Hospital | Sylvania, OH | Nov 2020 - Current | 3 |
| Pfs Investments Inc. | Maumee, OH | Jul 2002 - Current | 21 |
| Primerica Financial Services | Maumee, OH | Mar 1999 - Current | 25 |
| Uber Eats | Toledo, OH | Nov 2020 - Dec 2023 | 3 |
| Panera Bread | Holland, OH | Nov 2019 - Apr 2023 | 3 |
| Flower Hospital | Sylvania, OH | Apr 1994 - Nov 2019 | 25 |
| Pizza Hut | Holland, OH | Feb 2017 - Oct 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
- OH
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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