Roger Lee Fuller

CFP

Omnistar Financial Group, INC.

17 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Omnistar Financial Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

306 clients

Average Client Portfolio

$748K average

Assets Under Management

$228.8M

Fee Structure

Minimum Investment:$250K

Location

1712 Eastwood Road, Suite 212, Wilmington, NC, 28403

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2010

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Employment History

Current Registrations

Omnistar Financial Group, INC.

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Omnistar Financial Group, INC.

May 2015 - September 2020 · 5 yrs 4 mos

Stifel, Nicolaus & Company, Incorporated

June 2009 - March 2010 · 9 mos

Oppenheimer & CO. INC.

March 2009 - July 2009 · 4 mos

Stanford Group Company

January 2008 - March 2009 · 1 yr 2 mos

Wachovia Securities, LLC

June 2002 - January 2008 · 5 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.