Julie Ann Fuller
Investment adviser representative at Captrust
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you Julie Ann Fuller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- CaptrustNov 2022 to now
- Capfinancial Partners LLC (captrust)Nov 2022 to now
- Capfinancial Securities LLCNov 2022 to now
- Commonwealth Financial NetworkApr 2011 to Nov 2022
- Generations Wealth Management, LLCApr 2011 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 4820063
- Firm CRD
- 175112