Antonio
Fortson
Truist Advisory Services, Inc
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About this Advisor
Antonio Fortson is a financial advisor based out of Columbus, Georgia, with 1 year of industry experience. Fortson is currently employed by Truist Advisory Services, Inc. During their career, Fortson has held roles at Wells Fargo Advisors LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Bb&T Securities, LLC, Bb&T, Bbtis, Truist Investment Services, Inc and Truist Advisory Services, Inc. Fortson holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in Georgia. Truist Advisory Services, Inc is a company that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 financial advisors. It handles $53 billion in assets under management across its 125,600 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules vary depending on which services are provided. However, fee types charged by Truist Advisory Services, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Antonio Fortson Work History
Antonio has been registered as a financial advisor for 1 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T
Bb&T Securities, LLC
Bb&T
Bbtis
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Antonio Fortson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Atlanta, GA
Fairfax, VA
Altamonte Springs, FL
Richmond, VA
Durham, NC
Richmond, VA
Chevy Chase, MD
Myrtle Beach, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
