Alex Fontana, financial advisor Ocala FL
79 score

Alex Fontana

CRD Number: 6262964
Current Firm: Bb&t Securities, LLC

Alex Fontana (CRD# 6262964) is an Investment Advisor Representative working at Bb&t Securities, LLC in Ocala, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities Ocala, FL Oct 2015 - Current 1
Wells Fargo Advisors, LLC Orlando, FL Oct 2013 - Oct 2015 2
Cohen Commercial Realty, Inc. West Palm Beach, FL May 2013 - Sep 2013 < 1
Wells Fargo Tallahassee, FL Jul 2012 - Apr 2013 < 1
Wells Fargo Tallahassee, FL Jul 2011 - Jul 2012 1
Advance Auto Parts Ocala/tallahassee, FL Oct 2008 - Sep 2011 2
Forest High School Ocala, FL Oct 2003 - Sep 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Alex M. Fontana
Phone Number: 804-643-1811
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,707
    MILLIONS
  • Total Number of Accounts
    19,348
    ACCOUNTS
  • Average Account Value
    $605,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
79

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