Broker Check

Our Team

Roger Fuller, CFP®

LPL Registered Principal & Branch Manager/Wealth Management Advisor



As a CERTIFIED FINANCIAL PLANNER™ , Roger is part of a knowledgeable group of advisors. The CFP® designation is difficult to obtain. Almost anyone, including stock brokers and insurance agents, can call themselves a financial consultant, but only those who have dedicated themselves to the educational, testing, ethical and supervisory rigors of the CFP® Board of Standards can call themselves a CERTIFIED FINANCIAL PLANNER™. This certification identifies individuals who are dedicated to a high level of professionalism and ethical standards in providing financial and investment advice.

Roger graduated Cum Laude from the University of Louisiana at Lafayette in Petroleum Engineering. Prior to beginning his career in the financial services industry, Roger had a successful career in the Petroleum Industry in the Gulf of Mexico. His investment and financial planning training were completed through Morgan Stanley, The American College, and the Wharton School of Business Retirement Strategy Program, as well as numerous hours of continuing education.

Roger holds the series 7, 24, and 66 securities registrations with LPL Financial and has his insurance license for life, health, long-term care and disability insurance. His experience has been recognized in his community as he served on the Bradley County Trustee Investment Committee and Audit Committee.

My mission is to provide unbiased, customized investment and financial planning strategies to manage each client’s wealth. Develop a close relationship with each client, serving as the trusted primary LPL financial advisor by providing outstanding service and attention to detail. As an independent advisor, I only serve my clients and not a huge corporate structure and shareholders. I strongly believe that risk management of an investment portfolio is critical to my client’s wealth.

Past community involvement includes: • Rotary Club of Cleveland: Past President, Treasurer, Youth Committee Chairperson • Kairos Prison Ministry: Former Board Chairman and Current Volunteer • Salvation Army: Former Advisory Board Member • Chamber of Commerce Leadership Cleveland Graduate • Bradley County Trustee Investment and Audit Committee Member • Junior Achievement Volunteer – Taught Financial Planning Class to high school students • Habitat for Humanity – Taught budgeting class to home owners • Candies Creek Church: positions held – Awana youth ministry leader, Stewardship Team Leader, Sunday School Teacher • enjoy golf, hiking, traveling, reading and exercising • built, owned & operated a $300,000 self-serve carwash; sold in 2002

Deborah Burdick


Deborah Burdick is our administrative assistant. She has been in the financial services industry since 1985 and has worked directly with individuals, small business owners and county employees. Deb experience includes trust officer at Wells Fargo Private Banking, Nationwide Retirement Solutions Advisor, Edward Jones Advisor and was a LPL Financial Advisor from 2010-2016. Deb received her BS in Business Administration from the University of Minnesota.

She recently sold her business and decided to serve as an administrative assistant only. Deb is quite familiar with the responsibility advisors face and will be a valuable asset to our firm. Deb recently moved from Dallas to Florida so she can pursue her passion for diving. Since Deb works remotely, she can be contacted at: