David
Fortin

Futuremoney Ria

CRD#7862837
Investment Advisor
in Manchester, NH

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About this Advisor

David Fortin is a financial advisor based in Manchester, New Hampshire, working with Futuremoney Ria. David has previously held positions at Futuremoney Ria, LLC, Tactex Asset Management, and Mogotrade. David is registered to provide services in a wide range of states, including Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, David is part of Futuremoney Ria, which operates out of Manchester, New Hampshire. The firm has 3 employees and offers portfolio management services for individuals and small businesses. The fee structure at Futuremoney Ria includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

500 North Commercial Street Suite 502
Manchester, NH 03101

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Futuremoney Ria Brokerage Details

Total Number of Employees

3

NH Average: 12

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Fortin Work History

2024 - Present (0 year)

Futuremoney Ria, LLC

2021 - 2023 (2 years)

Tactex Asset Management

2021 - 2023 (2 years)

Mogotrade

2017 - 2021 (4 years)

Tactex Asset Management

2016 - 2023 (7 years)

Tactex Asset Management

2015 - 2021 (6 years)

Tactex Asset Management

2014 - 2016 (2 years)

Tactex Asset Management

2012 - 2014 (2 years)

Tactex Asset Management

Disclosures

Please visit the SEC profile of David Fortin 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 Futuremoney Ria

David Fortin
Manchester, NH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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