Lionel Fuller has been Manager, Chief Executive Officer, Chief Investment Officer of Bridgecreek Financial Group since January 2026, is a control person of the firm and directly owns under 5% of it. Lionel Fuller holds a Bachelor of Arts from Oklahoma State University and a Master of Business Administration with a concentration in finance from the University of Tulsa.
Bridgecreek Financial Group, LLC is a Tulsa, OK firm with $650M under management, 47 clients and 2 advisers in one office, as of its August 2026 filing.
L. Charles Fuller is CEO and Chief Investment Officer of Bridgecreek Financial Group, based in Tulsa, OK. He is the firm's lead investment strategist, guiding its portfolio management philosophy, research process and long-term strategic vision, and works with clients to develop customized portfolio solutions tailored to their financial goals and risk objectives. Before founding Bridgecreek, he managed portfolios at BOK Financial, where he was lead portfolio manager for the Tulsa Community Foundation, and at Merrill Lynch Asset Management.
Lionel Fuller’s longest registration was 19 years at Bridgecreek Investment Management, LLC (2004–2023). Before joining Bridgecreek Financial Group in 2026, Lionel Fuller was registered through Hub Investment Partners, LLC and Bridgecreek Investment Management, LLC.
- Bridgecreek Financial GroupCurrent– present · under a yearTulsa, OK · Adviser representative · Firm CRD 340683
- Hub Investment Partners, LLC– · 3 yearsTulsa, OK · Adviser representative · Firm CRD 307956
- Bridgecreek Investment Management, LLC– · 19 yearsTulsa, OK · Adviser representative · Firm CRD 132519
Investment adviser representative registrations
Lionel Fuller is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- OklahomaSince 10 July 2026
- TexasSince 10 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 September 1993 |
| Series 7 | General Securities Representative Examination | 7 September 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lionel Charles Fuller
- CRD
- 2376437
- Firm
- Bridgecreek Financial Group · CRD 340683
- Role
- Manager, Chief Executive Officer, Chief Investment Officer
- Office
- 4521 E. 91ST ST, SUITE 300, Tulsa, OK 74137
- Registration
- Investment adviser registration
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bridgecreekfinancial.com
Where does Lionel Fuller work?
Lionel Fuller has been Manager, Chief Executive Officer, Chief Investment Officer of Bridgecreek Financial Group, LLC since January 2026, and is a control person of the firm.
Is Lionel Fuller a financial advisor?
Yes. Lionel Fuller has a current investment-adviser registration in Oklahoma and Texas, through Bridgecreek Financial Group since July 2026.
How many years of experience does Lionel Fuller have?
Lionel Fuller has 22 years in the financial industry, since September 2004, across 3 adviser firms.
What exams has Lionel Fuller passed?
Lionel Fuller has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1993.
Where did Lionel Fuller work before Bridgecreek Financial Group?
Before Bridgecreek Financial Group, Lionel Fuller was registered through Bridgecreek Investment Management, LLC, September 2004 to December 2023.
Where is Lionel Fuller based?
Lionel Fuller’s registered office is in Tulsa, OK.
Is Lionel Fuller registered with FINRA?
No. Lionel Fuller has no current broker registration.
How can I verify Lionel Fuller’s record?
Search CRD 2376437 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lionel Fuller’s full registration record.
