Catherine Fortier, financial advisor Lees Summit MO
93 score

Catherine Fortier

CRD Number: 5928740
Current Firm: Capital Markets Iq, LLC

Catherine Fortier (CRD# 5928740) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Lees Summit, MO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Markets Iq, LLC Wilmington, DE Apr 2017 - Current 1
Edward Jones St. Louis, MO Jun 2011 - Apr 2017 5
Mary Kay Lee's Summit, MO Jul 2003 - Jun 2011 7
Scentsy, Inc. Lee's Summit, MO Sep 2010 - May 2011 < 1
Parker Swearngin, LLP Lee's Summit, MO Feb 2008 - May 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Catherine I. Fortier
Phone Number: 310.882.6380
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    627
    ACCOUNTS
  • Average Account Value
    $405,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, IL, LA, MA, MD, MI, MO, NC, NE, NH, PA, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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