Roger Lee Fuller
Investment adviser representative at Omnistar Financial Group, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$285.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Omnistar Financial Group, Inc.Apr 2021 to now
- Family First LifeJul 2020 to Mar 2021
- Omnistar Financial Group, Inc.May 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NC).
Omnistar Financial Group, Inc.
$285.7MAssets managed
261Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2674665
- Firm CRD
- 138515