Adam Jeffrey Fullmer
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4BFirm assets
Are you Adam Jeffrey Fullmer? 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2019 to now
- UnemployedFeb 2019 to Jun 2019
- Mercer Global Advisors Inc.Jun 2018 to Jan 2019
- Cambridge Investment Research Advisors, Inc.Feb 2017 to Jul 2018
- Wealth AdvocatesDec 2014 to Jun 2018
- Yellowstone Partners, LLCDec 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6581948
- Firm CRD
- 19616