Skip to content

Timothy Stephen Fuller

Investment adviser representative at Corevision Financial Group
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1.2BFirm assets

Are you Timothy Stephen Fuller? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

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.

  1. Corevision Financial GroupAug 2026 to now
  2. Cvfg LLC dba Paradigm Wealth PartnersMar 2026 to now
  3. LPL Financial, LLCJan 2024 to now
  4. Independent Advisor Alliance, LLCJan 2024 to Mar 2026
  5. Edward JonesJul 2017 to Jan 2024
  6. Cancer Treatment Centers of AmericaAug 2015 to Jun 2017

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (GA).

Corevision Financial Group

Legal name: Cvfg LLC

$1.2BAssets managed
1,310Clients
10Advisers
3 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
6815775
Firm CRD
325310
Advisor's SEC record (opens in a new tab)
CallContact this firm