Lionel
Fuller
Bridgecreek Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Lionel Fuller is a financial advisor operating in Tulsa, Oklahoma with a total of 19 years of industry experience. Fuller works at Bridgecreek Investment Management, LLC. During their career, Fuller has held roles at Bridgewater Investment Management, LLC and Tcg Advisors, LLC A Hub International Company. Fuller has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Oklahoma and Texas. Bridgecreek Investment Management, LLC is a financial advisory company that has its headquarters in Tulsa, OK. It handles $800 million in assets among its 60 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 60 client accounts, 93% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Bridgecreek Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bridgecreek Investment Management, LLC Brokerage Details
$800,000,000
3
60
$13,333,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lionel Fuller Work History
Lionel has been registered as a financial advisor for 19 years.*
Tcg Advisors, LLC A Hub International Company
Bridgewater Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lionel Fuller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bridgecreek Investment Management, LLC
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
