Brad Tyson Fuller
Investment adviser representative at Trek Financial
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
25 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- Trek FinancialJul 2026 to now
- Independent Financial PartnersMay 2024 to Aug 2026
- Bedder Night SleepApr 2022 to Sep 2024
- Regard/healthtensorMar 2022 to Dec 2022
- TigerconnectJul 2019 to Mar 2022
- UnemployedMar 2019 to Jul 2019
- Mobotory TechnologiesJun 2017 to Mar 2019
- StudentAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Trek Financial
Legal name: Trek Financial, LLC
$2.8BAssets managed
4,688Clients
63Advisers
25 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
- 7938635
- Firm CRD
- 109376