FINANCE

Our Team

The people who work at Fuller Financial Services not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks. Our staff is always ready to address your concerns, answer your questions, and put you at ease.

A. Roy Fuller, Jr., CLU, ChFC, AEP ®, AIF ®
PrincipalofFuller Financial Services
 

Education and Accreditations:

  • Undergraduate:
    Jacksonville University and University of Florida
  • Masters of Science in Financial Services:
    The American College, Bryn Mawr, PA
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Accredited Estate Planner with National Association of Estate Planners and Councils
  • Charter member of the American College PACE (Professional Achievement in Continuing Education, requiring adherence to strict ethical oath and stringent continuing education requirements.)

Experience:

  • Investment Adviser Representative with Commonwealth Financial Network
  • National Financial Resources, Inc. 1980-1994
  • Principal of Fuller Financial Services, an independent financial consulting firm, since 1994

 Professional Memberships:

  • Estate Planning Council of Northeast Florida (Board member 1989-1995, President 1994-1995)
  • American Society of CLU and ChFC
  • National Association of Life Underwriters
  • Charter member Planned Giving Council of Northeast Florida
  • Life member Million Dollar Round Table*

 Community Contributions:

  • Consistent top 10 sponsor of Multiple Sclerosis MS-150 bike ride.
  • Board member of various civic organizations and of his church.
  • Periodic contributor toFlorida Times-Union 's "Your Money" section.

*Million Dollar Round

Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.

William B. Beck

Education and Accreditations:

  • Undergraduate:
    Georgia State University
  • Charter member of the American College PACE (Professional Achievement in Continuing Education, requiring adherence to strict ethical oath and stringent 

     continuing education requirements.)

Experience:

  • Investment Adviser Representative with Commonwealth Financial Network
  • Vice President of Investments with Capitas Financial/Financial Resource Alliance 2006-2008
  • Vice President of Penn Mutual Life Insurance/Hornor, Townsend & Kent, Inc. 1998-2006
  • Equities Principal of SII Investments1998-1999
  • Equity Coordinator for Sun Life of Canada Branch Office 1992-1997
  • Vice President of Gordian Securities, Inc. 1983-1992

Maintained FINRA Registrations:

  • Series 7 (Registered Representative)
  • Series 24 (Registered Principal)
  • Series 27 (Financial and Operations Principal)
  • Series 63 (Multistate)
  • Series 65 (Investment Advisor)

Community Contributions:

  • President of the Board of Directors for MorningStar School
  • Member of the St. Joseph Parish


Category: Financial services

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