Patrick Fuller

CFA®

Financial Advisor

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Patrick Fuller Ameriprise Financial Advisor
Address
1 Harris St
Newburyport, MA 01950

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Map & Directions
(978) 465-4188
patrick.m.fuller@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

More people come to Ameriprise for financial planning than any other company.1

  • An Ameriprise-associated financial advisor franchise
  • I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, CT, FL, ID, MD, ME, NH, NY, OH, RI, WA.
  • CA Insurance Licinse 0D67264
Areas of Focus
  • Investment Advice
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning
Professional Associations
  • Member CFA Institute
  • Member Boston Securities Analyst Society
  • Member Newburyport Chamber of Commerce
Qualifications
  • BS Business Administration from University of New Hampshire
  • Chartered Financial Analyst
Office hours
  • Monday: 9:00 a.m. - 6:00 p.m. 
  • Tuesday: 9:00 a.m. - 6:00 p.m., or By Appointment 
  • Wednesday: 9:00 a.m. - 6:00 p.m., or By Appointment 
  • Thursday: 2:00 p.m. - 7:00 p.m., or By Appointment 
  • Friday: 9:00 a.m. - 5:00 p.m. 
  • Saturday: Closed 
  • Sunday: Closed 
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.