Fortune Financial (CRD# 135807) is a financial advisory firm headquartered in , . They manage $800,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$80,000
- 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
Carlos Rodrigues (CRD# 5085430) is an Investment Advisor Representative working at Fortune Financial in Livingston, NJ and has over 12 years of experience in the finance industry.