Stephen FortnerCRD Number: 1113599
Current Firm: Securities America Advisors, Inc.
Stephen Fortner (CRD# 1113599) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Omaha, NE and has over 33 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|The Fortner Group LLC||Omaha, NE||Aug 2007 - Current||10|
|Stephen Fortner||Omaha, NE||Feb 2007 - Current||11|
|Securties America, Inc.||Omaha, NE||Mar 2004 - Current||14|
|Securities America Advisors, Inc.||Omaha, NE||Mar 2004 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
- Customer Dispute
- Judgments / Liens
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY