Edmund Fortier, financial advisor Woodstock GA
96 score

Edmund Fortier

CRD Number: 3136335
Current Firm: Nfp Advisor Services, LLC

Edmund Fortier (CRD# 3136335) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Woodstock, GA and has over 18 years of experience in the finance industry. Edmund Fortier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Mass Mutual Life Insurance Company Atlanta, GA Mar 2011 - Current 5
Mml Investors Services Atlanta, GA Mar 2011 - Current 5
Card, Fortier & Murray Financial Advisors, LLC Kennesaw, GA Jun 2003 - Current 13
Nfp Securities, Inc. Austin, TX Aug 2014 - Apr 2016 1
White Horse Advisor LLC Atlanta, GA Oct 2005 - Jan 2011 5
Minnesota Life Insurance Company St. Paul, MN Nov 2005 - Aug 2010 4
Securian Financial Services St. Paul, MN Nov 2005 - Mar 2010 4
Fortier & Associates, Inc. Kennesaw, GA Jun 2003 - Jan 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Edmund A. Fortier
Phone Number: 512-697-6000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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