Linda Fortunato, financial advisor Ponte Vedra Beach FL

Linda Fortunato

CRD Number: 2933075
Current Firm: Raymond James Financial Services Advisors, Inc.

Linda Fortunato (CRD# 2933075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ponte Vedra Beach, FL and has over 11 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Ponte Vedra Beach, FL Jul 2018 - Current 3
Pheiff Wealth Partners Ponte Vedra Beach, FL Apr 2015 - Current 6
Designer Brands Jacksonville, FL Oct 2014 - Current 7
Raymond James Financial Services, Inc. Jacksonville, FL Jun 2010 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Linda J. Fortunato
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
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, WY

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