Charles Fuller, CFP®

VP - Financial Consultant

+1 410-224-5606

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, Bank of America, 2021-2021
  • Senior Financial Consultant, TD Ameritrade, 2017-2021
  • Pricing Analyst, T. Rowe Price, 2013-2017
  • Retirement Specialist, T. Rowe Price, 2011-2013
  • Investment Counselor, T. Rowe Price, 2004-2009

Education

  • BS: Business Management : Towson University

Personal interests and affiliations

  • Corinthian Lodge #93 AF&AM

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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