Dominic Fullerton

Invisor

2 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningBusiness Owners

Invisor

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

235 clients

Average Client Portfolio

$712K average

Assets Under Management

$167.3M

Fee Structure

Minimum Annual Fee:$1,000

Location

225 Main Street, Suite 100, Seneca, KS, 66538

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Dominic sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Employment History

Current Registrations

Invisor

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

PFS Investments INC.Broker

April 2023 - August 2023 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.